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Ergoteles’s Kaiser Aluminum KALU Stock Holding History

Ergoteles’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,700
Closed -$1.57M – 1504
2022
Q4 		$1.57M Buy
+20,700
New +$1.66M 0.06% 336
2021
Q3 		– Sell
-8,100
Closed -$1M – 1453
2021
Q2 		$1M Sell
8,100
-760
-9% -$94.9K 0.02% 509
2021
Q1 		$979K Buy
+8,860
New +$960K 0.03% 381

Other funds holding KALU

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ergoteles's KALU Position: Q1 2023 in Review

Ergoteles sold out of Kaiser Aluminum (KALU) in Q1 2023, closing a stake of 20,700 shares — an estimated $1.57M sold.

Ergoteles first reported a position in KALU in Q1 2021 and held it in 3 quarters. The position peaked at $1.57M in Q4 2022. 171 funds tracked by Wall St. Rank hold KALU as of Q1 2023.

  • Ergoteles reported no remaining Kaiser Aluminum position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 20,700 Kaiser Aluminum shares in Q1 2023, an estimated $1.57M.
  • Ergoteles first reported a position in Kaiser Aluminum in Q1 2021 and held it in 3 quarters.
  • Ergoteles's Kaiser Aluminum position peaked at $1.57M in Q4 2022.
  • 171 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.