Numeric Investors’s Kaiser Aluminum KALU Stock Holding History

Numeric Investors’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
2017 Q4	$21.1M	Buy	197,100 +55,200	+39%	+$5.53M	0.15%	129
2017 Q3	$14.6M	Buy	141,900 +51,800	+57%	+$4.99M	0.11%	169
2017 Q2	$7.98M	Buy	90,100 +14,300	+19%	+$1.19M	0.07%	255
2017 Q1	$6.06M	Buy	75,800 +18,900	+33%	+$1.5M	0.06%	297
2016 Q4	$4.42M	Buy	56,900 +17,800	+46%	+$1.42M	0.04%	353
2016 Q3	$3.38M	Sell	39,100 -20,900	-35%	-$1.8M	0.03%	381
2016 Q2	$5.42M	Buy	60,000 +26,900	+81%	+$2.35M	0.05%	297
2016 Q1	$2.8M	Buy	33,100 +11,700	+55%	+$919K	0.03%	381
2015 Q4	$1.79M	Buy	+21,400	New	+$1.78M	0.02%	460
2014 Q4	–	Sell	-3,200	Closed	-$244K	–	908
2014 Q3	$244K	Buy	+3,200	New	+$247K	﹤0.01%	726

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

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Numeric Investors's KALU Position: Q4 2017 in Review

Numeric Investors increased its Kaiser Aluminum (KALU) stake by 39% in Q4 2017, buying an estimated $5.53M and bringing the position to 197,100 shares worth $21.1M. The position accounts for 0.15% of the portfolio, ranked #129.

Numeric Investors first reported a position in KALU in Q3 2014 and has held it in 10 quarters since. 203 funds tracked by Wall St. Rank hold KALU as of Q4 2017.

Numeric Investors held 197,100 shares of Kaiser Aluminum worth $21.1M as of Q4 2017.
Numeric Investors bought 55,200 Kaiser Aluminum shares in Q4 2017, an estimated $5.53M.
Kaiser Aluminum made up 0.15% of Numeric Investors's portfolio in Q4 2017, its #129 holding.
Numeric Investors first reported a position in Kaiser Aluminum in Q3 2014 and has held it in 10 quarters since.
203 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.