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MGO One Seven’s Kadant KAI Stock Holding History

MGO One Seven’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
Q1 		– Sell
-739
Closed -$207K – 938
2023
Q4 		$207K Buy
+739
New +$185K 0.01% 829
2023
Q3 		– Sell
-955
Closed -$212K – 870
2023
Q2 		$212K Sell
955
-34
-3% -$6.81K 0.02% 703
2023
Q1 		$206K Buy
+989
New +$201K 0.01% 783
2022
Q1 		– Sell
-1,016
Closed -$234K – 703
2021
Q4 		$234K Buy
1,016
+30
+3% +$6.69K 0.02% 571
2021
Q3 		$219K Buy
+986
New +$194K 0.03% 539

Other funds holding KAI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MGO One Seven's KAI Position: Q1 2024 in Review

MGO One Seven sold out of Kadant (KAI) in Q1 2024, closing a stake of 739 shares — an estimated $207K sold.

MGO One Seven first reported a position in KAI in Q3 2021 and held it in 5 quarters. The position peaked at $234K in Q4 2021. 260 funds tracked by Wall St. Rank hold KAI as of Q1 2024.

  • MGO One Seven reported no remaining Kadant position as of Q1 2024 after selling out during the quarter.
  • MGO One Seven sold 739 Kadant shares in Q1 2024, an estimated $207K.
  • MGO One Seven first reported a position in Kadant in Q3 2021 and held it in 5 quarters.
  • MGO One Seven's Kadant position peaked at $234K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Kadant as of Q1 2024.

Based on MGO One Seven's 13F filing for Q1 2024, filed 14 May 2024.