JMPWA
KAMN

JP Morgan Private Wealth Advisors’s Kaman Corp KAMN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KAMN Stock Details KAMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,603
Closed -$238K – 1556
2019
Q4 		$238K Hold
3,603
– – ﹤0.01% 1334
2019
Q3 		$214K Sell
3,603
-429
-11% -$25.7K ﹤0.01% 1321
2019
Q2 		$257K Buy
4,032
+235
+6% +$14.1K ﹤0.01% 1210
2019
Q1 		$222K Sell
3,797
-150
-4% -$8.83K ﹤0.01% 1343
2018
Q4 		$221K Hold
3,947
– – ﹤0.01% 1300
2018
Q3 		$264K Sell
3,947
-61
-2% -$4.03K ﹤0.01% 1364
2018
Q2 		$279K Sell
4,008
-725
-15% -$49K ﹤0.01% 1234
2018
Q1 		$294K Sell
4,733
-331
-7% -$20.3K ﹤0.01% 1049
2017
Q4 		$298K Sell
5,064
-1,479
-23% -$84.3K ﹤0.01% 1061
2017
Q3 		$365K Sell
6,543
-623
-9% -$31.4K ﹤0.01% 964
2017
Q2 		$357K Sell
7,166
-2,081
-23% -$101K ﹤0.01% 950
2017
Q1 		$445K Sell
9,247
-67
-0.7% -$3.35K ﹤0.01% 904
2016
Q4 		$455K Buy
9,314
+1,700
+22% +$79K ﹤0.01% 841
2016
Q3 		$334K Sell
7,614
-972
-11% -$42.5K ﹤0.01% 943
2016
Q2 		$365K Buy
+8,586
New +$362K ﹤0.01% 896

Other funds holding KAMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's KAMN Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of Kaman Corp (KAMN) in Q1 2020, closing a stake of 3,603 shares — an estimated $238K sold.

JP Morgan Private Wealth Advisors first reported a position in KAMN in Q2 2016 and held it in 15 quarters. The position peaked at $455K in Q4 2016. 174 funds tracked by Wall St. Rank hold KAMN as of Q1 2020.

  • JP Morgan Private Wealth Advisors reported no remaining Kaman Corp position as of Q1 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,603 Kaman Corp shares in Q1 2020, an estimated $238K.
  • JP Morgan Private Wealth Advisors first reported a position in Kaman Corp in Q2 2016 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's Kaman Corp position peaked at $455K in Q4 2016.
  • 174 funds tracked by Wall St. Rank held Kaman Corp as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.