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Mirabella Financial Services’s Kadant KAI Stock Holding History

Mirabella Financial Services’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
-1,117
Closed -$366K – 559
2024
Q1 		$366K Buy
+1,117
New +$337K 0.03% 347

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Chevy Chase Trust
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Dimensional Fund Advisors
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Brown Advisory
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Mirabella Financial Services's KAI Position: Q2 2024 in Review

Mirabella Financial Services sold out of Kadant (KAI) in Q2 2024, closing a stake of 1,117 shares — an estimated $366K sold.

Mirabella Financial Services first reported a position in KAI in Q1 2024 and held it in 1 quarter. The position peaked at $366K in Q1 2024. 257 funds tracked by Wall St. Rank hold KAI as of Q2 2024.

  • Mirabella Financial Services reported no remaining Kadant position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 1,117 Kadant shares in Q2 2024, an estimated $366K.
  • Mirabella Financial Services first reported a position in Kadant in Q1 2024 and held it in 1 quarter.
  • Mirabella Financial Services's Kadant position peaked at $366K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Kadant as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.