OAM
KALU icon

Oberweis Asset Management’s Kaiser Aluminum KALU Stock Holding History

Oberweis Asset 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
2019
Q2 		– Sell
-3,715
Closed -$389K – 203
2019
Q1 		$389K Sell
3,715
-100
-3% -$10.2K 0.08% 156
2018
Q4 		$341K Buy
3,815
+1,125
+42% +$109K 0.08% 167
2018
Q3 		$293K Sell
2,690
-1,430
-35% -$155K 0.06% 189
2018
Q2 		$429K Buy
4,120
+1,000
+32% +$106K 0.11% 174
2018
Q1 		$315K Sell
3,120
-700
-18% -$75K 0.08% 198
2017
Q4 		$408K Buy
+3,820
New +$382K 0.1% 183

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oberweis Asset Management's KALU Position: Q2 2019 in Review

Oberweis Asset Management sold out of Kaiser Aluminum (KALU) in Q2 2019, closing a stake of 3,715 shares — an estimated $389K sold.

Oberweis Asset Management first reported a position in KALU in Q4 2017 and held it in 6 quarters. The position peaked at $429K in Q2 2018. 198 funds tracked by Wall St. Rank hold KALU as of Q2 2019.

  • Oberweis Asset Management reported no remaining Kaiser Aluminum position as of Q2 2019 after selling out during the quarter.
  • Oberweis Asset Management sold 3,715 Kaiser Aluminum shares in Q2 2019, an estimated $389K.
  • Oberweis Asset Management first reported a position in Kaiser Aluminum in Q4 2017 and held it in 6 quarters.
  • Oberweis Asset Management's Kaiser Aluminum position peaked at $429K in Q2 2018.
  • 198 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2019.

Based on Oberweis Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.