Ergoteles’s Kadant KAI Stock Holding History

Ergoteles’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
2021 Q4	–	Sell	-1,448	Closed	-$296K	–	1421
2021 Q3	$296K	Sell	1,448 -652	-31%	-$129K	0.01%	802
2021 Q2	$370K	Buy	+2,100	New	+$370K	0.01%	959

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ergoteles's KAI Position: Q4 2021 in Review

Ergoteles sold out of Kadant (KAI) in Q4 2021, closing a stake of 1,448 shares — an estimated $296K sold.

Ergoteles first reported a position in KAI in Q2 2021 and held it in 2 quarters. The position peaked at $370K in Q2 2021. 184 funds tracked by Wall St. Rank hold KAI as of Q4 2021.

Ergoteles reported no remaining Kadant position as of Q4 2021 after selling out during the quarter.
Ergoteles sold 1,448 Kadant shares in Q4 2021, an estimated $296K.
Ergoteles first reported a position in Kadant in Q2 2021 and held it in 2 quarters.
Ergoteles's Kadant position peaked at $370K in Q2 2021.
184 funds tracked by Wall St. Rank held Kadant as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.