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Hillsdale Investment Management’s Kadant KAI Stock Holding History

Hillsdale Investment Management’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
Q4 		– Sell
-3,000
Closed -$500K – 586
2022
Q3 		$500K Sell
3,000
-2,000
-40% -$372K 0.05% 325
2022
Q2 		$912K Hold
5,000
– – 0.07% 185
2022
Q1 		$971K Hold
5,000
– – 0.06% 231
2021
Q4 		$1.15M Hold
5,000
– – 0.08% 216
2021
Q3 		$1.02M Buy
+5,000
New +$986K 0.08% 231
2018
Q1 		– Sell
-12,790
Closed -$1.28M – 504
2017
Q4 		$1.28M Buy
12,790
+1,000
+8% +$101K 0.21% 110
2017
Q3 		$1.16M Buy
11,790
+9,790
+490% +$830K 0.2% 115
2017
Q2 		$150K Buy
+2,000
New +$139K 0.03% 301

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Hillsdale Investment Management's KAI Position: Q4 2022 in Review

Hillsdale Investment Management sold out of Kadant (KAI) in Q4 2022, closing a stake of 3,000 shares — an estimated $500K sold.

Hillsdale Investment Management first reported a position in KAI in Q2 2017 and held it in 8 quarters. The position peaked at $1.28M in Q4 2017. 190 funds tracked by Wall St. Rank hold KAI as of Q4 2022.

  • Hillsdale Investment Management reported no remaining Kadant position as of Q4 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 3,000 Kadant shares in Q4 2022, an estimated $500K.
  • Hillsdale Investment Management first reported a position in Kadant in Q2 2017 and held it in 8 quarters.
  • Hillsdale Investment Management's Kadant position peaked at $1.28M in Q4 2017.
  • 190 funds tracked by Wall St. Rank held Kadant as of Q4 2022.

Based on Hillsdale Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.