Howe & Rusling’s Kennametal KMT Stock Holding History

Howe & Rusling’s Portfolio KMT Stock Details KMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-81	Closed	-$3K	–	985
2020 Q4	$3K	Sell	81 -48	-37%	-$1.65K	﹤0.01%	739
2020 Q3	$4K	Hold	129	–	–	﹤0.01%	602
2020 Q2	$4K	Buy	+129	New	+$3.29K	﹤0.01%	562

Other funds holding KMT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Howe & Rusling's KMT Position: Q1 2021 in Review

Howe & Rusling sold out of Kennametal (KMT) in Q1 2021, closing a stake of 81 shares — an estimated $3K sold.

Howe & Rusling first reported a position in KMT in Q2 2020 and held it in 3 quarters. The position peaked at $4K in Q3 2020. 210 funds tracked by Wall St. Rank hold KMT as of Q1 2021.

Howe & Rusling reported no remaining Kennametal position as of Q1 2021 after selling out during the quarter.
Howe & Rusling sold 81 Kennametal shares in Q1 2021, an estimated $3K.
Howe & Rusling first reported a position in Kennametal in Q2 2020 and held it in 3 quarters.
Howe & Rusling's Kennametal position peaked at $4K in Q3 2020.
210 funds tracked by Wall St. Rank held Kennametal as of Q1 2021.

Based on Howe & Rusling's 13F filing for Q1 2021, filed 13 May 2021.