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North Star Investment Management’s Kaiser Aluminum KALU Stock Holding History

North Star Investment Management’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
2015
Q4 		– Sell
-140
Closed -$11K – 801
2015
Q3 		$11K Hold
140
– – ﹤0.01% 598
2015
Q2 		$12K Hold
140
– – ﹤0.01% 571
2015
Q1 		$11K Hold
140
– – ﹤0.01% 587
2014
Q4 		$10K Buy
+140
New +$10.1K ﹤0.01% 589

Other funds holding KALU

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

North Star Investment Management's KALU Position: Q4 2015 in Review

North Star Investment Management sold out of Kaiser Aluminum (KALU) in Q4 2015, closing a stake of 140 shares — an estimated $11K sold.

North Star Investment Management first reported a position in KALU in Q4 2014 and held it in 4 quarters. The position peaked at $12K in Q2 2015. 195 funds tracked by Wall St. Rank hold KALU as of Q4 2015.

  • North Star Investment Management reported no remaining Kaiser Aluminum position as of Q4 2015 after selling out during the quarter.
  • North Star Investment Management sold 140 Kaiser Aluminum shares in Q4 2015, an estimated $11K.
  • North Star Investment Management first reported a position in Kaiser Aluminum in Q4 2014 and held it in 4 quarters.
  • North Star Investment Management's Kaiser Aluminum position peaked at $12K in Q2 2015.
  • 195 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2015.

Based on North Star Investment Management's 13F filing for Q4 2015, filed 20 Jan 2016.