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Leonteq Securities AG’s Kadant KAI Stock Holding History

Leonteq Securities AG’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
2023
Q4 		– Sell
-2
Closed -$451 – 1241
2023
Q3 		$451 Hold
2
– – ﹤0.01% 1167
2023
Q2 		$444 Sell
2
-269
-99% -$53.9K ﹤0.01% 1188
2023
Q1 		$56.5K Buy
271
+154
+132% +$31.3K ﹤0.01% 775
2022
Q4 		$20.8K Sell
117
-255
-69% -$45.4K ﹤0.01% 960
2022
Q3 		$62.1K Sell
372
-47
-11% -$8.75K ﹤0.01% 754
2022
Q2 		$76.4K Buy
419
+340
+430% +$63.3K ﹤0.01% 737
2022
Q1 		$15.3K Sell
79
-2
-2% -$409 ﹤0.01% 1044
2021
Q4 		$18.7K Sell
81
-9
-10% -$2.01K ﹤0.01% 1058
2021
Q3 		$18.4K Buy
90
+7
+8% +$1.38K ﹤0.01% 1007
2021
Q2 		$14.6K Buy
+83
New +$14.6K ﹤0.01% 973

Other funds holding KAI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Leonteq Securities AG's KAI Position: Q4 2023 in Review

Leonteq Securities AG sold out of Kadant (KAI) in Q4 2023, closing a stake of 2 shares — an estimated $451 sold.

Leonteq Securities AG first reported a position in KAI in Q2 2021 and held it in 10 quarters. The position peaked at $76.4K in Q2 2022. 237 funds tracked by Wall St. Rank hold KAI as of Q4 2023.

  • Leonteq Securities AG reported no remaining Kadant position as of Q4 2023 after selling out during the quarter.
  • Leonteq Securities AG sold 2 Kadant shares in Q4 2023, an estimated $451.
  • Leonteq Securities AG first reported a position in Kadant in Q2 2021 and held it in 10 quarters.
  • Leonteq Securities AG's Kadant position peaked at $76.4K in Q2 2022.
  • 237 funds tracked by Wall St. Rank held Kadant as of Q4 2023.

Based on Leonteq Securities AG's 13F filing for Q4 2023, filed 11 Mar 2026.