EFS
KAMN

Essex Financial Services’s Kaman Corp KAMN Stock Holding History

Essex Financial Services’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
2020
Q1 		– Sell
-4,187
Closed -$276K – 284
2019
Q4 		$276K Hold
4,187
– – 0.08% 220
2019
Q3 		$249K Hold
4,187
– – 0.08% 211
2019
Q2 		$267K Sell
4,187
-605
-13% -$36.3K 0.08% 200
2019
Q1 		$280K Sell
4,792
-1,164
-20% -$68.5K 0.08% 179
2018
Q4 		$334K Sell
5,956
-50
-0.8% -$2.96K 0.1% 168
2018
Q3 		$401K Sell
6,006
-404
-6% -$26.7K 0.09% 183
2018
Q2 		$447K Hold
6,410
– – 0.11% 170
2018
Q1 		$398K Sell
6,410
-477
-7% -$29.3K 0.08% 227
2017
Q4 		$405K Sell
6,887
-850
-11% -$48.5K 0.1% 178
2017
Q3 		$432K Hold
7,737
– – 0.11% 170
2017
Q2 		$386K Sell
7,737
-500
-6% -$24.3K 0.08% 232
2017
Q1 		$396K Buy
8,237
+392
+5% +$19.6K 0.09% 214
2016
Q4 		$384K Hold
7,845
– – 0.08% 216
2016
Q3 		$345K Hold
7,845
– – 0.08% 220
2016
Q2 		$334K Hold
7,845
– – 0.08% 225
2016
Q1 		$335K Hold
7,845
– – 0.08% 222
2015
Q4 		$320K Hold
7,845
– – 0.08% 225
2015
Q3 		$281K Hold
7,845
– – 0.07% 245
2015
Q2 		$329K Hold
7,845
– – 0.08% 226
2015
Q1 		$333K Sell
7,845
-2,450
-24% -$98.2K 0.09% 222
2014
Q4 		$413K Hold
10,295
– – 0.11% 197
2014
Q3 		$405K Buy
10,295
+50
+0.5% +$2.05K 0.12% 187
2014
Q2 		$438K Hold
10,245
– – 0.13% 180
2014
Q1 		$417K Hold
10,245
– – 0.14% 171
2013
Q4 		$407K Hold
10,245
– – 0.14% 154
2013
Q3 		$388 Hold
10,245
– – 0.12% 156
2013
Q2 		$354K Buy
+10,245
New +$349K 0.12% 166

Other funds holding KAMN

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Essex Financial Services's KAMN Position: Q1 2020 in Review

Essex Financial Services sold out of Kaman Corp (KAMN) in Q1 2020, closing a stake of 4,187 shares — an estimated $276K sold.

Essex Financial Services first reported a position in KAMN in Q2 2013 and held it in 27 quarters. The position peaked at $447K in Q2 2018. 174 funds tracked by Wall St. Rank hold KAMN as of Q1 2020.

  • Essex Financial Services reported no remaining Kaman Corp position as of Q1 2020 after selling out during the quarter.
  • Essex Financial Services sold 4,187 Kaman Corp shares in Q1 2020, an estimated $276K.
  • Essex Financial Services first reported a position in Kaman Corp in Q2 2013 and held it in 27 quarters.
  • Essex Financial Services's Kaman Corp position peaked at $447K in Q2 2018.
  • 174 funds tracked by Wall St. Rank held Kaman Corp as of Q1 2020.

Based on Essex Financial Services's 13F filing for Q1 2020, filed 15 May 2020.