OQS
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Occudo Quantitative Strategies’s Kadant KAI Stock Holding History

Occudo Quantitative Strategies’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
2024
Q3 		– Sell
-700
Closed -$206K – 864
2024
Q2 		$206K Buy
+700
New +$200K 0.04% 597

Other funds holding KAI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Occudo Quantitative Strategies's KAI Position: Q3 2024 in Review

Occudo Quantitative Strategies sold out of Kadant (KAI) in Q3 2024, closing a stake of 700 shares — an estimated $206K sold.

Occudo Quantitative Strategies first reported a position in KAI in Q2 2024 and held it in 1 quarter. The position peaked at $206K in Q2 2024. 280 funds tracked by Wall St. Rank hold KAI as of Q3 2024.

  • Occudo Quantitative Strategies reported no remaining Kadant position as of Q3 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 700 Kadant shares in Q3 2024, an estimated $206K.
  • Occudo Quantitative Strategies first reported a position in Kadant in Q2 2024 and held it in 1 quarter.
  • Occudo Quantitative Strategies's Kadant position peaked at $206K in Q2 2024.
  • 280 funds tracked by Wall St. Rank held Kadant as of Q3 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2024, filed 14 Nov 2024.