Kore Private Wealth’s Kadant KAI Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-56	Closed	-$5K	–	696
2020 Q2	$5K	Buy	+56	New	+$4.99K	﹤0.01%	915

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kore Private Wealth's KAI Position: Q3 2020 in Review

Kore Private Wealth sold out of Kadant (KAI) in Q3 2020, closing a stake of 56 shares — an estimated $5K sold.

Kore Private Wealth first reported a position in KAI in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 144 funds tracked by Wall St. Rank hold KAI as of Q3 2020.

Kore Private Wealth reported no remaining Kadant position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 56 Kadant shares in Q3 2020, an estimated $5K.
Kore Private Wealth first reported a position in Kadant in Q2 2020 and held it in 1 quarter.
Kore Private Wealth's Kadant position peaked at $5K in Q2 2020.
144 funds tracked by Wall St. Rank held Kadant as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.