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Horan Securities’s Kadant KAI Stock Holding History

Horan Securities’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
Q3 		– Sell
-111
Closed -$24.7K – 394
2023
Q2 		$24.7K Hold
111
– – 0.01% 296
2023
Q1 		$23.1K Hold
111
– – 0.01% 285
2022
Q4 		$19.7K Hold
111
– – 0.01% 299
2022
Q3 		$18K Hold
111
– – 0.01% 286
2022
Q2 		$20K Buy
111
+1
+0.9% +$186 0.01% 257
2022
Q1 		$21K Hold
110
– – 0.01% 250
2021
Q4 		$25K Buy
+110
New +$24.5K 0.01% 225
2021
Q2 		$19K Buy
+110
New +$19.4K 0.01% 238

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Horan Securities's KAI Position: Q3 2023 in Review

Horan Securities sold out of Kadant (KAI) in Q3 2023, closing a stake of 111 shares — an estimated $24.7K sold.

Horan Securities first reported a position in KAI in Q2 2021 and held it in 8 quarters. The position peaked at $25K in Q4 2021. 207 funds tracked by Wall St. Rank hold KAI as of Q3 2023.

  • Horan Securities reported no remaining Kadant position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 111 Kadant shares in Q3 2023, an estimated $24.7K.
  • Horan Securities first reported a position in Kadant in Q2 2021 and held it in 8 quarters.
  • Horan Securities's Kadant position peaked at $25K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Kadant as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.