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Harel Insurance Investments & Financial Services’s Kadant KAI Stock Holding History

Harel Insurance Investments & Financial Services’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
2020
Q2 		– Sell
-342
Closed -$26K – 550
2020
Q1 		$26K Sell
342
-400
-54% -$37.9K ﹤0.01% 322
2019
Q4 		$78K Buy
742
+605
+442% +$57.4K ﹤0.01% 309
2019
Q3 		$12K Buy
+137
New +$11.7K ﹤0.01% 424

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Harel Insurance Investments & Financial Services's KAI Position: Q2 2020 in Review

Harel Insurance Investments & Financial Services sold out of Kadant (KAI) in Q2 2020, closing a stake of 342 shares — an estimated $26K sold.

Harel Insurance Investments & Financial Services first reported a position in KAI in Q3 2019 and held it in 3 quarters. The position peaked at $78K in Q4 2019. 133 funds tracked by Wall St. Rank hold KAI as of Q2 2020.

  • Harel Insurance Investments & Financial Services reported no remaining Kadant position as of Q2 2020 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 342 Kadant shares in Q2 2020, an estimated $26K.
  • Harel Insurance Investments & Financial Services first reported a position in Kadant in Q3 2019 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Kadant position peaked at $78K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Kadant as of Q2 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2020, filed 14 Jul 2020.