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Monarch Partners Asset Management’s Kadant KAI Stock Holding History

Monarch Partners Asset 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
2019
Q4 		– Sell
-49,779
Closed -$4.37M – 182
2019
Q3 		$4.37M Sell
49,779
-7,095
-12% -$608K 0.66% 57
2019
Q2 		$5.17M Buy
+56,874
New +$5.11M 0.74% 61

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Monarch Partners Asset Management's KAI Position: Q4 2019 in Review

Monarch Partners Asset Management sold out of Kadant (KAI) in Q4 2019, closing a stake of 49,779 shares — an estimated $4.37M sold.

Monarch Partners Asset Management first reported a position in KAI in Q2 2019 and held it in 2 quarters. The position peaked at $5.17M in Q2 2019. 144 funds tracked by Wall St. Rank hold KAI as of Q4 2019.

  • Monarch Partners Asset Management reported no remaining Kadant position as of Q4 2019 after selling out during the quarter.
  • Monarch Partners Asset Management sold 49,779 Kadant shares in Q4 2019, an estimated $4.37M.
  • Monarch Partners Asset Management first reported a position in Kadant in Q2 2019 and held it in 2 quarters.
  • Monarch Partners Asset Management's Kadant position peaked at $5.17M in Q2 2019.
  • 144 funds tracked by Wall St. Rank held Kadant as of Q4 2019.

Based on Monarch Partners Asset Management's 13F filing for Q4 2019, filed 5 Feb 2020.