MAP
KALU icon

Moody Aldrich Partners’s Kaiser Aluminum KALU Stock Holding History

Moody Aldrich Partners’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
2019
Q3 		– Sell
-40,555
Closed -$3.96M – 131
2019
Q2 		$3.96M Buy
40,555
+1,073
+3% +$105K 1.01% 41
2019
Q1 		$4.13M Buy
39,482
+3,783
+11% +$385K 1.16% 37
2018
Q4 		$3.19M Sell
35,699
-435
-1% -$42K 1.05% 41
2018
Q3 		$3.94M Buy
36,134
+5,773
+19% +$626K 1.14% 35
2018
Q2 		$3.16M Buy
30,361
+12,990
+75% +$1.38M 1.12% 42
2018
Q1 		$1.75M Buy
17,371
+4,095
+31% +$439K 1.12% 45
2017
Q4 		$1.42M Buy
13,276
+2,768
+26% +$277K 1.15% 40
2017
Q3 		$1.08M Buy
10,508
+1,413
+16% +$136K 1.11% 43
2017
Q2 		$805K Buy
9,095
+2,505
+38% +$208K 1% 44
2017
Q1 		$527K Sell
6,590
-18,275
-73% -$1.45M 0.9% 55
2016
Q4 		$1.93M Sell
24,865
-520
-2% -$41.5K 1.25% 30
2016
Q3 		$2.2M Buy
25,385
+2,620
+12% +$225K 1.53% 18
2016
Q2 		$2.06M Buy
22,765
+14,220
+166% +$1.24M 1.7% 12
2016
Q1 		$722K Buy
+8,545
New +$671K 1.52% 20

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moody Aldrich Partners's KALU Position: Q3 2019 in Review

Moody Aldrich Partners sold out of Kaiser Aluminum (KALU) in Q3 2019, closing a stake of 40,555 shares — an estimated $3.96M sold.

Moody Aldrich Partners first reported a position in KALU in Q1 2016 and held it in 14 quarters. The position peaked at $4.13M in Q1 2019. 192 funds tracked by Wall St. Rank hold KALU as of Q3 2019.

  • Moody Aldrich Partners reported no remaining Kaiser Aluminum position as of Q3 2019 after selling out during the quarter.
  • Moody Aldrich Partners sold 40,555 Kaiser Aluminum shares in Q3 2019, an estimated $3.96M.
  • Moody Aldrich Partners first reported a position in Kaiser Aluminum in Q1 2016 and held it in 14 quarters.
  • Moody Aldrich Partners's Kaiser Aluminum position peaked at $4.13M in Q1 2019.
  • 192 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2019.

Based on Moody Aldrich Partners's 13F filing for Q3 2019, filed 12 Nov 2019.