Howe & Rusling’s Kaiser Aluminum KALU Stock Holding History

Howe & Rusling’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
2020 Q4	–	Sell	-28	Closed	-$2K	–	971
2020 Q3	$2K	Hold	28	–	–	﹤0.01%	714
2020 Q2	$2K	Buy	+28	New	+$2K	﹤0.01%	678

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Howe & Rusling's KALU Position: Q4 2020 in Review

Howe & Rusling sold out of Kaiser Aluminum (KALU) in Q4 2020, closing a stake of 28 shares — an estimated $2K sold.

Howe & Rusling first reported a position in KALU in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2020. 176 funds tracked by Wall St. Rank hold KALU as of Q4 2020.

Howe & Rusling reported no remaining Kaiser Aluminum position as of Q4 2020 after selling out during the quarter.
Howe & Rusling sold 28 Kaiser Aluminum shares in Q4 2020, an estimated $2K.
Howe & Rusling first reported a position in Kaiser Aluminum in Q2 2020 and held it in 2 quarters.
Howe & Rusling's Kaiser Aluminum position peaked at $2K in Q3 2020.
176 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2020.

Based on Howe & Rusling's 13F filing for Q4 2020, filed 8 Feb 2021.