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Dean Investment Associates’s Kadant KAI Stock Holding History

Dean Investment Associates’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-83,640
Closed -$4.96M – 212
2017
Q1 		$4.96M Buy
83,640
+34,195
+69% +$2.08M 0.83% 47
2016
Q4 		$3.03M Buy
49,445
+1,350
+3% +$77.7K 0.52% 95
2016
Q3 		$2.51M Buy
48,095
+890
+2% +$47.5K 0.47% 98
2016
Q2 		$2.43M Buy
47,205
+2,140
+5% +$103K 0.48% 95
2016
Q1 		$2.04M Sell
45,065
-10
-0% -$396 0.41% 102
2015
Q4 		$1.83M Buy
+45,075
New +$1.86M 0.4% 101
2015
Q2 		– Sell
-16,623
Closed -$875K – 239
2015
Q1 		$875K Sell
16,623
-213
-1% -$9.41K 0.2% 132
2014
Q4 		$719K Sell
16,836
-400
-2% -$16.2K 0.17% 136
2014
Q3 		$673K Hold
17,236
– – 0.16% 131
2014
Q2 		$663K Sell
17,236
-29,127
-63% -$1.08M 0.15% 143
2014
Q1 		$1.69M Buy
46,363
+28,910
+166% +$1.09M 0.41% 88
2013
Q4 		$707K Buy
+17,453
New +$657K 0.17% 132

Other funds holding KAI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dean Investment Associates's KAI Position: Q2 2017 in Review

Dean Investment Associates sold out of Kadant (KAI) in Q2 2017, closing a stake of 83,640 shares — an estimated $4.96M sold.

Dean Investment Associates first reported a position in KAI in Q4 2013 and held it in 12 quarters. The position peaked at $4.96M in Q1 2017. 148 funds tracked by Wall St. Rank hold KAI as of Q2 2017.

  • Dean Investment Associates reported no remaining Kadant position as of Q2 2017 after selling out during the quarter.
  • Dean Investment Associates sold 83,640 Kadant shares in Q2 2017, an estimated $4.96M.
  • Dean Investment Associates first reported a position in Kadant in Q4 2013 and held it in 12 quarters.
  • Dean Investment Associates's Kadant position peaked at $4.96M in Q1 2017.
  • 148 funds tracked by Wall St. Rank held Kadant as of Q2 2017.

Based on Dean Investment Associates's 13F filing for Q2 2017, filed 10 Aug 2017.