EWA
KAMN

EverSource Wealth Advisors’s Kaman Corp KAMN Stock Holding History

EverSource Wealth Advisors’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
2024
Q1 		– Sell
-26
Closed -$623 – 3017
2023
Q4 		$623 Buy
26
+1
+4% +$21 ﹤0.01% 2483
2023
Q3 		$491 Buy
+25
New +$557 ﹤0.01% 2375
2022
Q4 		– Sell
-208
Closed -$6K – 2454
2022
Q3 		$6K Buy
208
+129
+163% +$4.03K ﹤0.01% 1332
2022
Q2 		$2K Sell
79
-155
-66% -$5.75K ﹤0.01% 1598
2022
Q1 		$10K Hold
234
– – ﹤0.01% 992
2021
Q4 		$10K Buy
+234
New +$9.21K ﹤0.01% 983

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's KAMN Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of Kaman Corp (KAMN) in Q1 2024, closing a stake of 26 shares — an estimated $623 sold.

EverSource Wealth Advisors first reported a position in KAMN in Q4 2021 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 164 funds tracked by Wall St. Rank hold KAMN as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining Kaman Corp position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 26 Kaman Corp shares in Q1 2024, an estimated $623.
  • EverSource Wealth Advisors first reported a position in Kaman Corp in Q4 2021 and held it in 6 quarters.
  • EverSource Wealth Advisors's Kaman Corp position peaked at $10K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held Kaman Corp as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.