Crewe Advisors’s Kaman Corp KAMN Stock Holding History

Crewe Advisors’s Portfolio KAMN Stock Details KAMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-44	Closed	-$981	–	1059
2022 Q4	$981	Hold	44	–	–	﹤0.01%	923
2022 Q3	$1K	Hold	44	–	–	﹤0.01%	1234
2022 Q2	$1K	Buy	+44	New	+$1.63K	﹤0.01%	1124

Other funds holding KAMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's KAMN Position: Q1 2023 in Review

Crewe Advisors sold out of Kaman Corp (KAMN) in Q1 2023, closing a stake of 44 shares — an estimated $981 sold.

Crewe Advisors first reported a position in KAMN in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 136 funds tracked by Wall St. Rank hold KAMN as of Q1 2023.

Crewe Advisors reported no remaining Kaman Corp position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 44 Kaman Corp shares in Q1 2023, an estimated $981.
Crewe Advisors first reported a position in Kaman Corp in Q2 2022 and held it in 3 quarters.
Crewe Advisors's Kaman Corp position peaked at $1K in Q3 2022.
136 funds tracked by Wall St. Rank held Kaman Corp as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.