GWS
KMT icon

Glassman Wealth Services’s Kennametal KMT Stock Holding History

Glassman Wealth Services’s Portfolio KMT Stock Details KMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21
Closed -$542 – 1040
2023
Q4 		$542 Sell
21
-5
-19% -$121 ﹤0.01% 1705
2023
Q3 		$647 Hold
26
– – ﹤0.01% 1675
2023
Q2 		$738 Hold
26
– – ﹤0.01% 1536
2023
Q1 		$717 Hold
26
– – ﹤0.01% 1541
2022
Q4 		$626 Hold
26
– – ﹤0.01% 1574
2022
Q3 		$1K Sell
26
-8
-24% -$194 ﹤0.01% 1438
2022
Q2 		$1K Buy
34
+8
+31% +$211 ﹤0.01% 1447
2022
Q1 		$1K Hold
26
– – ﹤0.01% 1426
2021
Q4 		$1K Hold
26
– – ﹤0.01% 1409
2021
Q3 		$1K Hold
26
– – ﹤0.01% 1381
2021
Q2 		$1K Buy
26
+5
+24% +$196 ﹤0.01% 1319
2021
Q1 		$1K Hold
21
– – ﹤0.01% 1275
2020
Q4 		$1K Hold
21
– – ﹤0.01% 1231
2020
Q3 		$1K Hold
21
– – ﹤0.01% 1182
2020
Q2 		$1K Buy
21
+5
+31% +$127 ﹤0.01% 1052
2020
Q1 		$0 Buy
16
+6
+60% +$171 ﹤0.01% 1351
2019
Q4 		$0 Buy
10
+8
+400% +$268 ﹤0.01% 1334
2019
Q3 		$0 Hold
2
– – ﹤0.01% 1218
2019
Q2 		$0 Buy
+2
New +$73 ﹤0.01% 1225
2018
Q1 		– Sell
-7
Closed – – 829
2017
Q4 		$0 Buy
+7
New +$312 ﹤0.01% 733
2016
Q2 		– Sell
-300
Closed -$7K – 443
2016
Q1 		$7K Hold
300
– – 0.01% 349
2015
Q4 		$6K Hold
300
– – 0.01% 361
2015
Q3 		$7K Hold
300
– – 0.01% 335
2015
Q2 		$10K Hold
300
– – 0.01% 322
2015
Q1 		$10K Hold
300
– – 0.01% 331
2014
Q4 		$11K Buy
+300
New +$11.4K 0.01% 351

Other funds holding KMT

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Glassman Wealth Services's KMT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Kennametal (KMT) in Q1 2024, closing a stake of 21 shares — an estimated $542 sold.

Glassman Wealth Services first reported a position in KMT in Q4 2014 and held it in 26 quarters. The position peaked at $11K in Q4 2014. 234 funds tracked by Wall St. Rank hold KMT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Kennametal position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 21 Kennametal shares in Q1 2024, an estimated $542.
  • Glassman Wealth Services first reported a position in Kennametal in Q4 2014 and held it in 26 quarters.
  • Glassman Wealth Services's Kennametal position peaked at $11K in Q4 2014.
  • 234 funds tracked by Wall St. Rank held Kennametal as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.