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Disciplined Investments’s Kadant KAI Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-2
Closed -$444 – 848
2023
Q2 		$444 Hold
2
– – ﹤0.01% 1268
2023
Q1 		$417 Buy
2
+1
+100% +$203 ﹤0.01% 1289
2022
Q4 		$178 Sell
1
-1
-50% -$178 ﹤0.01% 1451
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1411
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1442
2022
Q1 		$0 Buy
+2
New +$409 ﹤0.01% 1479

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Disciplined Investments's KAI Position: Q3 2023 in Review

Disciplined Investments sold out of Kadant (KAI) in Q3 2023, closing a stake of 2 shares — an estimated $444 sold.

Disciplined Investments first reported a position in KAI in Q1 2022 and held it in 6 quarters. The position peaked at $444 in Q2 2023. 207 funds tracked by Wall St. Rank hold KAI as of Q3 2023.

  • Disciplined Investments reported no remaining Kadant position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 Kadant shares in Q3 2023, an estimated $444.
  • Disciplined Investments first reported a position in Kadant in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Kadant position peaked at $444 in Q2 2023.
  • 207 funds tracked by Wall St. Rank held Kadant as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.