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James Investment Research’s Kadant KAI Stock Holding History

James Investment Research’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
2018
Q3 		– Sell
-20,745
Closed -$2M – 827
2018
Q2 		$2M Buy
+20,745
New +$1.99M 0.08% 362
2018
Q1 		– Sell
-24,650
Closed -$2.48M – 817
2017
Q4 		$2.48M Buy
+24,650
New +$2.5M 0.08% 207

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

James Investment Research's KAI Position: Q3 2018 in Review

James Investment Research sold out of Kadant (KAI) in Q3 2018, closing a stake of 20,745 shares — an estimated $2M sold.

James Investment Research first reported a position in KAI in Q4 2017 and held it in 2 quarters. The position peaked at $2.48M in Q4 2017. 163 funds tracked by Wall St. Rank hold KAI as of Q3 2018.

  • James Investment Research reported no remaining Kadant position as of Q3 2018 after selling out during the quarter.
  • James Investment Research sold 20,745 Kadant shares in Q3 2018, an estimated $2M.
  • James Investment Research first reported a position in Kadant in Q4 2017 and held it in 2 quarters.
  • James Investment Research's Kadant position peaked at $2.48M in Q4 2017.
  • 163 funds tracked by Wall St. Rank held Kadant as of Q3 2018.

Based on James Investment Research's 13F filing for Q3 2018, filed 26 Oct 2018.