Halpern Financial’s Kaiser Aluminum KALU Stock Holding History

Halpern Financial’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
2022 Q3	–	Sell	-20	Closed	-$1.58K	–	265
2022 Q2	$1.58K	Buy	+20	New	+$1.87K	﹤0.01%	261

Other funds holding KALU

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Halpern Financial's KALU Position: Q3 2022 in Review

Halpern Financial sold out of Kaiser Aluminum (KALU) in Q3 2022, closing a stake of 20 shares — an estimated $1.58K sold.

Halpern Financial first reported a position in KALU in Q2 2022 and held it in 1 quarter. The position peaked at $1.58K in Q2 2022. 168 funds tracked by Wall St. Rank hold KALU as of Q3 2022.

Halpern Financial reported no remaining Kaiser Aluminum position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 20 Kaiser Aluminum shares in Q3 2022, an estimated $1.58K.
Halpern Financial first reported a position in Kaiser Aluminum in Q2 2022 and held it in 1 quarter.
Halpern Financial's Kaiser Aluminum position peaked at $1.58K in Q2 2022.
168 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2022.

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