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Mendota Financial Group’s Kaiser Aluminum KALU Stock Holding History

Mendota Financial Group’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
2024
Q4 		– Sell
-2
Closed -$146 – 788
2024
Q3 		$146 Buy
+2
New +$154 ﹤0.01% 760

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Macquarie Group
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State Street
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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mendota Financial Group's KALU Position: Q4 2024 in Review

Mendota Financial Group sold out of Kaiser Aluminum (KALU) in Q4 2024, closing a stake of 2 shares — an estimated $146 sold.

Mendota Financial Group first reported a position in KALU in Q3 2024 and held it in 1 quarter. The position peaked at $146 in Q3 2024. 206 funds tracked by Wall St. Rank hold KALU as of Q4 2024.

  • Mendota Financial Group reported no remaining Kaiser Aluminum position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 2 Kaiser Aluminum shares in Q4 2024, an estimated $146.
  • Mendota Financial Group first reported a position in Kaiser Aluminum in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Kaiser Aluminum position peaked at $146 in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.