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Opus Capital Group’s Kadant KAI Stock Holding History

Opus Capital Group’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
2019
Q2 		– Sell
-10,114
Closed -$890K – 193
2019
Q1 		$890K Sell
10,114
-11,797
-54% -$1.02M 0.24% 88
2018
Q4 		$1.78M Buy
21,911
+540
+3% +$50.6K 0.37% 66
2018
Q3 		$2.31M Buy
21,371
+354
+2% +$35.2K 0.52% 46
2018
Q2 		$2.02M Sell
21,017
-31
-0.1% -$2.98K 0.49% 64
2018
Q1 		$1.99M Buy
+21,048
New +$2.07M 0.5% 58
2017
Q2 		– Sell
-120,074
Closed -$7.13M – 241
2017
Q1 		$7.13M Sell
120,074
-11,088
-8% -$673K 0.95% 37
2016
Q4 		$8.03M Buy
131,162
+40,530
+45% +$2.33M 1.19% 28
2016
Q3 		$4.72M Buy
90,632
+34,164
+61% +$1.82M 0.98% 40
2016
Q2 		$2.91M Buy
+56,468
New +$2.73M 0.65% 68
2015
Q2 		– Sell
-97,510
Closed -$5.13M – 233
2015
Q1 		$5.13M Sell
97,510
-20,821
-18% -$920K 0.81% 54
2014
Q4 		$5.05M Sell
118,331
-18,767
-14% -$760K 0.73% 63
2014
Q3 		$5.35M Buy
137,098
+68,267
+99% +$2.68M 0.74% 56
2014
Q2 		$2.65M Buy
+68,831
New +$2.55M 0.18% 86

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Opus Capital Group's KAI Position: Q2 2019 in Review

Opus Capital Group sold out of Kadant (KAI) in Q2 2019, closing a stake of 10,114 shares — an estimated $890K sold.

Opus Capital Group first reported a position in KAI in Q2 2014 and held it in 13 quarters. The position peaked at $8.03M in Q4 2016. 151 funds tracked by Wall St. Rank hold KAI as of Q2 2019.

  • Opus Capital Group reported no remaining Kadant position as of Q2 2019 after selling out during the quarter.
  • Opus Capital Group sold 10,114 Kadant shares in Q2 2019, an estimated $890K.
  • Opus Capital Group first reported a position in Kadant in Q2 2014 and held it in 13 quarters.
  • Opus Capital Group's Kadant position peaked at $8.03M in Q4 2016.
  • 151 funds tracked by Wall St. Rank held Kadant as of Q2 2019.

Based on Opus Capital Group's 13F filing for Q2 2019, filed 8 Aug 2019.