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Montag & Associates’s Kaiser Aluminum KALU Stock Holding History

Montag & Associates’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
2022
Q2 		– Sell
-67
Closed -$6K – 840
2022
Q1 		$6K Hold
67
– – ﹤0.01% 753
2021
Q4 		$6K Hold
67
– – ﹤0.01% 762
2021
Q3 		$7K Hold
67
– – ﹤0.01% 750
2021
Q2 		$8K Hold
67
– – ﹤0.01% 742
2021
Q1 		$7K Hold
67
– – ﹤0.01% 752
2020
Q4 		$7K Buy
+67
New +$5.13K ﹤0.01% 728

Other funds holding KALU

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Montag & Associates's KALU Position: Q2 2022 in Review

Montag & Associates sold out of Kaiser Aluminum (KALU) in Q2 2022, closing a stake of 67 shares — an estimated $6K sold.

Montag & Associates first reported a position in KALU in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 184 funds tracked by Wall St. Rank hold KALU as of Q2 2022.

  • Montag & Associates reported no remaining Kaiser Aluminum position as of Q2 2022 after selling out during the quarter.
  • Montag & Associates sold 67 Kaiser Aluminum shares in Q2 2022, an estimated $6K.
  • Montag & Associates first reported a position in Kaiser Aluminum in Q4 2020 and held it in 6 quarters.
  • Montag & Associates's Kaiser Aluminum position peaked at $8K in Q2 2021.
  • 184 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2022.

Based on Montag & Associates's 13F filing for Q2 2022, filed 10 Aug 2022.