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GoalVest Advisory’s Kaiser Aluminum KALU Stock Holding History

GoalVest Advisory’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
2023
Q4 		– Sell
-60
Closed -$4.52K – 436
2023
Q3 		$4.52K Buy
60
+3
+5% +$228 ﹤0.01% 354
2023
Q2 		$4.08K Buy
+57
New +$3.77K ﹤0.01% 315

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GoalVest Advisory's KALU Position: Q4 2023 in Review

GoalVest Advisory sold out of Kaiser Aluminum (KALU) in Q4 2023, closing a stake of 60 shares — an estimated $4.52K sold.

GoalVest Advisory first reported a position in KALU in Q2 2023 and held it in 2 quarters. The position peaked at $4.52K in Q3 2023. 162 funds tracked by Wall St. Rank hold KALU as of Q4 2023.

  • GoalVest Advisory reported no remaining Kaiser Aluminum position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 60 Kaiser Aluminum shares in Q4 2023, an estimated $4.52K.
  • GoalVest Advisory first reported a position in Kaiser Aluminum in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Kaiser Aluminum position peaked at $4.52K in Q3 2023.
  • 162 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.