Oppenheimer & Co’s Kaiser Aluminum KALU Stock Holding History

Oppenheimer & Co’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
2024 Q4	–	Sell	-5,000	Closed	-$363K	–	1608
2024 Q3	$363K	Hold	5,000	–	–	0.01%	1156
2024 Q2	$440K	Hold	5,000	–	–	0.01%	1043
2024 Q1	$447K	Sell	5,000 -34	-0.7%	-$2.38K	0.01%	1032
2023 Q4	$358K	Hold	5,034	–	–	0.01%	1080
2023 Q3	$379K	Hold	5,034	–	–	0.01%	1048
2023 Q2	$361K	Hold	5,034	–	–	0.01%	1094
2023 Q1	$376K	Hold	5,034	–	–	0.01%	1053
2022 Q4	$382K	Buy	5,034 +6	+0.1%	+$480	0.01%	1000
2022 Q3	$309K	Buy	5,028 +8	+0.2%	+$588	0.01%	1056
2022 Q2	$397K	Buy	5,020 +20	+0.4%	+$1.87K	0.01%	1000
2022 Q1	$471K	Hold	5,000	–	–	0.01%	1034
2021 Q4	$470K	Hold	5,000	–	–	0.01%	1061
2021 Q3	$545K	Hold	5,000	–	–	0.01%	986
2021 Q2	$617K	Hold	5,000	–	–	0.01%	932
2021 Q1	$553K	Hold	5,000	–	–	0.01%	925
2020 Q4	$495K	Hold	5,000	–	–	0.01%	891
2020 Q3	$268K	Hold	5,000	–	–	0.01%	1035
2020 Q2	$368K	Hold	5,000	–	–	0.01%	901
2020 Q1	$346K	Hold	5,000	–	–	0.01%	855
2019 Q4	$554K	Hold	5,000	–	–	0.01%	795
2019 Q3	$495K	Hold	5,000	–	–	0.01%	799
2019 Q2	$488K	Hold	5,000	–	–	0.01%	825
2019 Q1	$524K	Buy	+5,000	New	+$509K	0.01%	802
2016 Q4	–	Sell	-4,890	Closed	-$423K	–	1311
2016 Q3	$423K	Buy	4,890 +253	+5%	+$21.7K	0.01%	876
2016 Q2	$419K	Buy	+4,637	New	+$405K	0.01%	846
2014 Q4	–	Sell	-4,238	Closed	-$323K	–	1445
2014 Q3	$323K	Hold	4,238	–	–	0.01%	1041
2014 Q2	$309K	Buy	4,238 +274	+7%	+$19.4K	0.01%	1041
2014 Q1	$283K	Sell	3,964 -5	-0.1%	-$350	0.01%	1064
2013 Q4	$279K	Buy	+3,969	New	+$271K	0.01%	1037

Other funds holding KALU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Oppenheimer & Co's KALU Position: Q4 2024 in Review

Oppenheimer & Co sold out of Kaiser Aluminum (KALU) in Q4 2024, closing a stake of 5,000 shares — an estimated $363K sold.

Oppenheimer & Co first reported a position in KALU in Q4 2013 and held it in 29 quarters. The position peaked at $617K in Q2 2021. 206 funds tracked by Wall St. Rank hold KALU as of Q4 2024.

Oppenheimer & Co reported no remaining Kaiser Aluminum position as of Q4 2024 after selling out during the quarter.
Oppenheimer & Co sold 5,000 Kaiser Aluminum shares in Q4 2024, an estimated $363K.
Oppenheimer & Co first reported a position in Kaiser Aluminum in Q4 2013 and held it in 29 quarters.
Oppenheimer & Co's Kaiser Aluminum position peaked at $617K in Q2 2021.
206 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2024.

Based on Oppenheimer & Co's 13F filing for Q4 2024, filed 5 Feb 2025.