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Ewing Morris & Co Investment Partners’s Kadant KAI Stock Holding History

Ewing Morris & Co Investment Partners’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,645
Closed -$775K – 13
2022
Q3 		$775K Sell
4,645
-12,380
-73% -$2.3M 1.01% 13
2022
Q2 		$4M Hold
17,025
– – 2.71% 9
2022
Q1 		$4.13M Hold
17,025
– – 2.58% 8
2021
Q4 		$4.96M Buy
+17,025
New +$3.79M 3.39% 8

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Ewing Morris & Co Investment Partners's KAI Position: Q4 2022 in Review

Ewing Morris & Co Investment Partners sold out of Kadant (KAI) in Q4 2022, closing a stake of 4,645 shares — an estimated $775K sold.

Ewing Morris & Co Investment Partners first reported a position in KAI in Q4 2021 and held it in 4 quarters. The position peaked at $4.96M in Q4 2021. 190 funds tracked by Wall St. Rank hold KAI as of Q4 2022.

  • Ewing Morris & Co Investment Partners reported no remaining Kadant position as of Q4 2022 after selling out during the quarter.
  • Ewing Morris & Co Investment Partners sold 4,645 Kadant shares in Q4 2022, an estimated $775K.
  • Ewing Morris & Co Investment Partners first reported a position in Kadant in Q4 2021 and held it in 4 quarters.
  • Ewing Morris & Co Investment Partners's Kadant position peaked at $4.96M in Q4 2021.
  • 190 funds tracked by Wall St. Rank held Kadant as of Q4 2022.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q4 2022, filed 14 Feb 2023.