HeadInvest LLC’s Kadant KAI Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-110	Closed	-$24.8K	–	468
2023 Q3	$24.8K	Buy	+110	New	+$23.8K	0.01%	431

Other funds holding KAI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HeadInvest LLC's KAI Position: Q4 2023 in Review

HeadInvest LLC sold out of Kadant (KAI) in Q4 2023, closing a stake of 110 shares — an estimated $24.8K sold.

HeadInvest LLC first reported a position in KAI in Q3 2023 and held it in 1 quarter. The position peaked at $24.8K in Q3 2023. 237 funds tracked by Wall St. Rank hold KAI as of Q4 2023.

HeadInvest LLC reported no remaining Kadant position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 110 Kadant shares in Q4 2023, an estimated $24.8K.
HeadInvest LLC first reported a position in Kadant in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Kadant position peaked at $24.8K in Q3 2023.
237 funds tracked by Wall St. Rank held Kadant as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.