Lincoln National Corp’s Kadant KAI Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-690	Closed	-$226K	–	652
2024 Q1	$226K	Buy	+690	New	+$208K	﹤0.01%	1097

Other funds holding KAI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lincoln National Corp's KAI Position: Q2 2024 in Review

Lincoln National Corp sold out of Kadant (KAI) in Q2 2024, closing a stake of 690 shares — an estimated $226K sold.

Lincoln National Corp first reported a position in KAI in Q1 2024 and held it in 1 quarter. The position peaked at $226K in Q1 2024. 257 funds tracked by Wall St. Rank hold KAI as of Q2 2024.

Lincoln National Corp reported no remaining Kadant position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 690 Kadant shares in Q2 2024, an estimated $226K.
Lincoln National Corp first reported a position in Kadant in Q1 2024 and held it in 1 quarter.
Lincoln National Corp's Kadant position peaked at $226K in Q1 2024.
257 funds tracked by Wall St. Rank held Kadant as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.