Innealta Capital’s Kadant KAI Stock Holding History

Innealta Capital’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
2024 Q3	–	Sell	-5	Closed	-$1.47K	–	942
2024 Q2	$1.47K	Buy	+5	New	+$1.43K	﹤0.01%	1193

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Innealta Capital's KAI Position: Q3 2024 in Review

Innealta Capital sold out of Kadant (KAI) in Q3 2024, closing a stake of 5 shares — an estimated $1.47K sold.

Innealta Capital first reported a position in KAI in Q2 2024 and held it in 1 quarter. The position peaked at $1.47K in Q2 2024. 280 funds tracked by Wall St. Rank hold KAI as of Q3 2024.

Innealta Capital reported no remaining Kadant position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 5 Kadant shares in Q3 2024, an estimated $1.47K.
Innealta Capital first reported a position in Kadant in Q2 2024 and held it in 1 quarter.
Innealta Capital's Kadant position peaked at $1.47K in Q2 2024.
280 funds tracked by Wall St. Rank held Kadant as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.