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Marks Group Wealth Management’s Kadant KAI Stock Holding History

Marks Group Wealth Management’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
Q2 		– Sell
-50,691
Closed -$3.79M – 249
2020
Q1 		$3.79M Buy
50,691
+40,474
+396% +$3.83M 0.98% 14
2019
Q4 		$1.08M Buy
+10,217
New +$970K 0.21% 130

Other funds holding KAI

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Marks Group Wealth Management's KAI Position: Q2 2020 in Review

Marks Group Wealth Management sold out of Kadant (KAI) in Q2 2020, closing a stake of 50,691 shares — an estimated $3.79M sold.

Marks Group Wealth Management first reported a position in KAI in Q4 2019 and held it in 2 quarters. The position peaked at $3.79M in Q1 2020. 133 funds tracked by Wall St. Rank hold KAI as of Q2 2020.

  • Marks Group Wealth Management reported no remaining Kadant position as of Q2 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 50,691 Kadant shares in Q2 2020, an estimated $3.79M.
  • Marks Group Wealth Management first reported a position in Kadant in Q4 2019 and held it in 2 quarters.
  • Marks Group Wealth Management's Kadant position peaked at $3.79M in Q1 2020.
  • 133 funds tracked by Wall St. Rank held Kadant as of Q2 2020.

Based on Marks Group Wealth Management's 13F filing for Q2 2020, filed 10 Aug 2020.