New York Life Investment Management’s Kadant KAI Stock Holding History

New York Life Investment 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
2024 Q1	–	Sell	-1,663	Closed	-$466K	–	1433
2023 Q4	$466K	Sell	1,663 -42	-2%	-$10.5K	﹤0.01%	880
2023 Q3	$385K	Sell	1,705 -263	-13%	-$57K	﹤0.01%	923
2023 Q2	$437K	Sell	1,968 -344	-15%	-$68.9K	﹤0.01%	862
2023 Q1	$482K	Sell	2,312 -609	-21%	-$124K	0.01%	859
2022 Q4	$519K	Buy	2,921 +330	+13%	+$58.7K	0.01%	898
2022 Q3	$432K	Buy	2,591 +190	+8%	+$35.4K	0.01%	871
2022 Q2	$438K	Buy	+2,401	New	+$447K	0.01%	830

Other funds holding KAI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

New York Life Investment Management's KAI Position: Q1 2024 in Review

New York Life Investment Management sold out of Kadant (KAI) in Q1 2024, closing a stake of 1,663 shares — an estimated $466K sold.

New York Life Investment Management first reported a position in KAI in Q2 2022 and held it in 7 quarters. The position peaked at $519K in Q4 2022. 260 funds tracked by Wall St. Rank hold KAI as of Q1 2024.

New York Life Investment Management reported no remaining Kadant position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 1,663 Kadant shares in Q1 2024, an estimated $466K.
New York Life Investment Management first reported a position in Kadant in Q2 2022 and held it in 7 quarters.
New York Life Investment Management's Kadant position peaked at $519K in Q4 2022.
260 funds tracked by Wall St. Rank held Kadant as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.