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Oberweis Asset Management’s Kadant KAI Stock Holding History

Oberweis Asset 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
2018
Q3 		– Sell
-9,800
Closed -$942K – 220
2018
Q2 		$942K Buy
9,800
+1,200
+14% +$115K 0.24% 102
2018
Q1 		$813K Sell
8,600
-1,300
-13% -$128K 0.21% 104
2017
Q4 		$994K Sell
9,900
-3,100
-24% -$315K 0.23% 101
2017
Q3 		$1.28M Hold
13,000
– – 0.36% 67
2017
Q2 		$978K Buy
+13,000
New +$906K 0.27% 81

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oberweis Asset Management's KAI Position: Q3 2018 in Review

Oberweis Asset Management sold out of Kadant (KAI) in Q3 2018, closing a stake of 9,800 shares — an estimated $942K sold.

Oberweis Asset Management first reported a position in KAI in Q2 2017 and held it in 5 quarters. The position peaked at $1.28M in Q3 2017. 163 funds tracked by Wall St. Rank hold KAI as of Q3 2018.

  • Oberweis Asset Management reported no remaining Kadant position as of Q3 2018 after selling out during the quarter.
  • Oberweis Asset Management sold 9,800 Kadant shares in Q3 2018, an estimated $942K.
  • Oberweis Asset Management first reported a position in Kadant in Q2 2017 and held it in 5 quarters.
  • Oberweis Asset Management's Kadant position peaked at $1.28M in Q3 2017.
  • 163 funds tracked by Wall St. Rank held Kadant as of Q3 2018.

Based on Oberweis Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.