Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Kadant KAI Stock Holding History

Jacobs Levy Equity 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
2014
Q4 		– Sell
-15,273
Closed -$596K – 864
2014
Q3 		$596K Sell
15,273
-4,900
-24% -$193K 0.01% 579
2014
Q2 		$776K Sell
20,173
-4,000
-17% -$148K 0.01% 564
2014
Q1 		$882K Sell
24,173
-100
-0.4% -$3.79K 0.01% 573
2013
Q4 		$984K Sell
24,273
-7,176
-23% -$270K 0.01% 576
2013
Q3 		$1.06M Sell
31,449
-2,800
-8% -$91.9K 0.02% 522
2013
Q2 		$1.03M Buy
+34,249
New +$974K 0.02% 564

Other funds holding KAI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Jacobs Levy Equity Management's KAI Position: Q4 2014 in Review

Jacobs Levy Equity Management sold out of Kadant (KAI) in Q4 2014, closing a stake of 15,273 shares — an estimated $596K sold.

Jacobs Levy Equity Management first reported a position in KAI in Q2 2013 and held it in 6 quarters. The position peaked at $1.06M in Q3 2013. 129 funds tracked by Wall St. Rank hold KAI as of Q4 2014.

  • Jacobs Levy Equity Management reported no remaining Kadant position as of Q4 2014 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 15,273 Kadant shares in Q4 2014, an estimated $596K.
  • Jacobs Levy Equity Management first reported a position in Kadant in Q2 2013 and held it in 6 quarters.
  • Jacobs Levy Equity Management's Kadant position peaked at $1.06M in Q3 2013.
  • 129 funds tracked by Wall St. Rank held Kadant as of Q4 2014.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2014, filed 17 Feb 2015.