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Lewis Capital Management’s Kaiser Aluminum KALU Stock Holding History

Lewis Capital Management’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,446
Closed -$230K – 64
2022
Q1 		$230K Buy
2,446
+60
+3% +$5.79K 0.26% 63
2021
Q4 		$224K Buy
+2,386
New +$241K 0.23% 66

Other funds holding KALU

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Lewis Capital Management's KALU Position: Q2 2022 in Review

Lewis Capital Management sold out of Kaiser Aluminum (KALU) in Q2 2022, closing a stake of 2,446 shares — an estimated $230K sold.

Lewis Capital Management first reported a position in KALU in Q4 2021 and held it in 2 quarters. The position peaked at $230K in Q1 2022. 184 funds tracked by Wall St. Rank hold KALU as of Q2 2022.

  • Lewis Capital Management reported no remaining Kaiser Aluminum position as of Q2 2022 after selling out during the quarter.
  • Lewis Capital Management sold 2,446 Kaiser Aluminum shares in Q2 2022, an estimated $230K.
  • Lewis Capital Management first reported a position in Kaiser Aluminum in Q4 2021 and held it in 2 quarters.
  • Lewis Capital Management's Kaiser Aluminum position peaked at $230K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2022.

Based on Lewis Capital Management's 13F filing for Q2 2022, filed 1 Aug 2022.