MSFP
KAMN

Mark Sheptoff Financial Planning’s Kaman Corp KAMN Stock Holding History

Mark Sheptoff Financial Planning’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
2023
Q3 		– Sell
-120
Closed -$2.92K – 406
2023
Q2 		$2.92K Hold
120
– – ﹤0.01% 334
2023
Q1 		$2.74K Hold
120
– – ﹤0.01% 332
2022
Q4 		$2.68K Buy
+120
New +$2.9K ﹤0.01% 337

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mark Sheptoff Financial Planning's KAMN Position: Q3 2023 in Review

Mark Sheptoff Financial Planning sold out of Kaman Corp (KAMN) in Q3 2023, closing a stake of 120 shares — an estimated $2.92K sold.

Mark Sheptoff Financial Planning first reported a position in KAMN in Q4 2022 and held it in 3 quarters. The position peaked at $2.92K in Q2 2023. 140 funds tracked by Wall St. Rank hold KAMN as of Q3 2023.

  • Mark Sheptoff Financial Planning reported no remaining Kaman Corp position as of Q3 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 120 Kaman Corp shares in Q3 2023, an estimated $2.92K.
  • Mark Sheptoff Financial Planning first reported a position in Kaman Corp in Q4 2022 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Kaman Corp position peaked at $2.92K in Q2 2023.
  • 140 funds tracked by Wall St. Rank held Kaman Corp as of Q3 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2023, filed 13 Nov 2023.