ECM
KALU icon

Everence Capital Management’s Kaiser Aluminum KALU Stock Holding History

Everence Capital Management’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
2024
Q4 		– Sell
-4,580
Closed -$332K – 931
2024
Q3 		$332K Buy
4,580
+2,160
+89% +$166K 0.02% 550
2024
Q2 		$219 Hold
2,420
– – 0.02% 659
2024
Q1 		$216 Buy
+2,420
New +$170K 0.01% 690
2023
Q1 		– Sell
-4,330
Closed -$329 – 774
2022
Q4 		$329 Hold
4,330
– – 0.03% 506
2022
Q3 		$266K Hold
4,330
– – 0.02% 552
2022
Q2 		$342K Buy
4,330
+1,340
+45% +$125K 0.03% 467
2022
Q1 		$282K Buy
+2,990
New +$289K 0.02% 574
2021
Q3 		– Sell
-1,740
Closed -$215K – 752
2021
Q2 		$215K Buy
+1,740
New +$217K 0.02% 677

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Everence Capital Management's KALU Position: Q4 2024 in Review

Everence Capital Management sold out of Kaiser Aluminum (KALU) in Q4 2024, closing a stake of 4,580 shares — an estimated $332K sold.

Everence Capital Management first reported a position in KALU in Q2 2021 and held it in 8 quarters. The position peaked at $342K in Q2 2022. 206 funds tracked by Wall St. Rank hold KALU as of Q4 2024.

  • Everence Capital Management reported no remaining Kaiser Aluminum position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 4,580 Kaiser Aluminum shares in Q4 2024, an estimated $332K.
  • Everence Capital Management first reported a position in Kaiser Aluminum in Q2 2021 and held it in 8 quarters.
  • Everence Capital Management's Kaiser Aluminum position peaked at $342K in Q2 2022.
  • 206 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.