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Next Financial Group’s Kennametal KMT Stock Holding History

Next Financial Group’s Portfolio KMT Stock Details KMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-285
Closed -$10K – 2589
2020
Q4 		$10K Buy
+285
New +$9.79K ﹤0.01% 1782
2019
Q2 		– Sell
-70
Closed -$3K – 2342
2019
Q1 		$3K Buy
+70
New +$2.56K ﹤0.01% 1382
2018
Q4 		– Sell
-1,500
Closed -$65K – 2024
2018
Q3 		$65K Buy
+1,500
New +$59.5K 0.03% 478
2017
Q4 		– Sell
-1,000
Closed -$42K – 881
2017
Q3 		$42K Buy
+1,000
New +$37K 0.01% 748

Other funds holding KMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's KMT Position: Q1 2021 in Review

Next Financial Group sold out of Kennametal (KMT) in Q1 2021, closing a stake of 285 shares — an estimated $10K sold.

Next Financial Group first reported a position in KMT in Q3 2017 and held it in 4 quarters. The position peaked at $65K in Q3 2018. 210 funds tracked by Wall St. Rank hold KMT as of Q1 2021.

  • Next Financial Group reported no remaining Kennametal position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 285 Kennametal shares in Q1 2021, an estimated $10K.
  • Next Financial Group first reported a position in Kennametal in Q3 2017 and held it in 4 quarters.
  • Next Financial Group's Kennametal position peaked at $65K in Q3 2018.
  • 210 funds tracked by Wall St. Rank held Kennametal as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.