Halpern Financial’s Kadant KAI Stock Holding History

Halpern Financial’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	-12	Closed	-$2.19K	–	264
2022 Q2	$2.19K	Buy	+12	New	+$2.23K	﹤0.01%	229

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

Halpern Financial's KAI Position: Q3 2022 in Review

Halpern Financial sold out of Kadant (KAI) in Q3 2022, closing a stake of 12 shares — an estimated $2.19K sold.

Halpern Financial first reported a position in KAI in Q2 2022 and held it in 1 quarter. The position peaked at $2.19K in Q2 2022. 181 funds tracked by Wall St. Rank hold KAI as of Q3 2022.

Halpern Financial reported no remaining Kadant position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 12 Kadant shares in Q3 2022, an estimated $2.19K.
Halpern Financial first reported a position in Kadant in Q2 2022 and held it in 1 quarter.
Halpern Financial's Kadant position peaked at $2.19K in Q2 2022.
181 funds tracked by Wall St. Rank held Kadant as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.