NewEdge Advisors’s Kaiser Aluminum KALU Stock Holding History

NewEdge Advisors’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
2024 Q2	–	Sell	-24	Closed	-$2.17K	–	3903
2024 Q1	$2.17K	Sell	24 -57	-70%	-$4K	﹤0.01%	3350
2023 Q4	$5.77K	Buy	+81	New	+$5.13K	﹤0.01%	3079
2023 Q2	–	Sell	-810	Closed	-$60.4K	–	3567
2023 Q1	$60.4K	Buy	810 +775	+2,214%	+$62.5K	﹤0.01%	1921
2022 Q4	$2.66K	Buy	+35	New	+$2.8K	﹤0.01%	2764

Other funds holding KALU

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

NewEdge Advisors's KALU Position: Q2 2024 in Review

NewEdge Advisors sold out of Kaiser Aluminum (KALU) in Q2 2024, closing a stake of 24 shares — an estimated $2.17K sold.

NewEdge Advisors first reported a position in KALU in Q4 2022 and held it in 4 quarters. The position peaked at $60.4K in Q1 2023. 222 funds tracked by Wall St. Rank hold KALU as of Q2 2024.

NewEdge Advisors reported no remaining Kaiser Aluminum position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 24 Kaiser Aluminum shares in Q2 2024, an estimated $2.17K.
NewEdge Advisors first reported a position in Kaiser Aluminum in Q4 2022 and held it in 4 quarters.
NewEdge Advisors's Kaiser Aluminum position peaked at $60.4K in Q1 2023.
222 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.