Fort LP’s Kadant KAI Stock Holding History

Fort LP’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 Q3	–	Sell	-1,251	Closed	-$228K	–	219
2022 Q2	$228K	Sell	1,251 -210	-14%	-$39.1K	0.15%	234
2022 Q1	$284K	Buy	1,461 +122	+9%	+$25K	0.11%	255
2021 Q4	$309K	Buy	+1,339	New	+$298K	0.1%	255

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Fort LP's KAI Position: Q3 2022 in Review

Fort LP sold out of Kadant (KAI) in Q3 2022, closing a stake of 1,251 shares — an estimated $228K sold.

Fort LP first reported a position in KAI in Q4 2021 and held it in 3 quarters. The position peaked at $309K in Q4 2021. 181 funds tracked by Wall St. Rank hold KAI as of Q3 2022.

Fort LP reported no remaining Kadant position as of Q3 2022 after selling out during the quarter.
Fort LP sold 1,251 Kadant shares in Q3 2022, an estimated $228K.
Fort LP first reported a position in Kadant in Q4 2021 and held it in 3 quarters.
Fort LP's Kadant position peaked at $309K in Q4 2021.
181 funds tracked by Wall St. Rank held Kadant as of Q3 2022.

Based on Fort LP's 13F filing for Q3 2022, filed 10 Nov 2022.