Evercore Wealth Management’s Kaman Corp KAMN Stock Holding History

Evercore Wealth Management’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
2021 Q3	–	Sell	-5,000	Closed	-$252K	–	437
2021 Q2	$252K	Hold	5,000	–	–	﹤0.01%	391
2021 Q1	$256K	Hold	5,000	–	–	0.01%	390
2020 Q4	$286K	Buy	+5,000	New	+$246K	0.01%	365
2020 Q3	–	Sell	-5,000	Closed	-$208K	–	389
2020 Q2	$208K	Buy	+5,000	New	+$194K	0.01%	359
2020 Q1	–	Sell	-5,000	Closed	-$330K	–	422
2019 Q4	$330K	Hold	5,000	–	–	0.01%	334
2019 Q3	$297K	Hold	5,000	–	–	0.01%	343
2019 Q2	$318K	Hold	5,000	–	–	0.01%	331
2019 Q1	$292K	Hold	5,000	–	–	0.01%	334
2018 Q4	$280K	Hold	5,000	–	–	0.01%	320
2018 Q3	$334K	Hold	5,000	–	–	0.01%	328
2018 Q2	$348K	Buy	+5,000	New	+$338K	0.01%	311
2016 Q4	–	Sell	-700	Closed	-$31K	–	1106
2016 Q3	$31K	Hold	700	–	–	﹤0.01%	703
2016 Q2	$30K	Buy	+700	New	+$29.5K	﹤0.01%	688

Other funds holding KAMN

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Wealth Management's KAMN Position: Q3 2021 in Review

Evercore Wealth Management sold out of Kaman Corp (KAMN) in Q3 2021, closing a stake of 5,000 shares — an estimated $252K sold.

Evercore Wealth Management first reported a position in KAMN in Q2 2016 and held it in 13 quarters. The position peaked at $348K in Q2 2018. 164 funds tracked by Wall St. Rank hold KAMN as of Q3 2021.

Evercore Wealth Management reported no remaining Kaman Corp position as of Q3 2021 after selling out during the quarter.
Evercore Wealth Management sold 5,000 Kaman Corp shares in Q3 2021, an estimated $252K.
Evercore Wealth Management first reported a position in Kaman Corp in Q2 2016 and held it in 13 quarters.
Evercore Wealth Management's Kaman Corp position peaked at $348K in Q2 2018.
164 funds tracked by Wall St. Rank held Kaman Corp as of Q3 2021.

Based on Evercore Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.