Paloma Partners’s Kadant KAI Stock Holding History

Paloma Partners’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 Q4	–	Sell	-4,801	Closed	-$421K	–	2334
2019 Q3	$421K	Buy	+4,801	New	+$412K	0.01%	1288
2019 Q2	–	Sell	-5,889	Closed	-$518K	–	1975
2019 Q1	$518K	Buy	+5,889	New	+$507K	0.01%	1045
2018 Q2	–	Sell	-6,135	Closed	-$580K	–	1925
2018 Q1	$580K	Buy	+6,135	New	+$603K	0.01%	1286
2016 Q2	–	Sell	-4,538	Closed	-$205K	–	2235
2016 Q1	$205K	Buy	+4,538	New	+$180K	﹤0.01%	1682

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Paloma Partners's KAI Position: Q4 2019 in Review

Paloma Partners sold out of Kadant (KAI) in Q4 2019, closing a stake of 4,801 shares — an estimated $421K sold.

Paloma Partners first reported a position in KAI in Q1 2016 and held it in 4 quarters. The position peaked at $580K in Q1 2018. 144 funds tracked by Wall St. Rank hold KAI as of Q4 2019.

Paloma Partners reported no remaining Kadant position as of Q4 2019 after selling out during the quarter.
Paloma Partners sold 4,801 Kadant shares in Q4 2019, an estimated $421K.
Paloma Partners first reported a position in Kadant in Q1 2016 and held it in 4 quarters.
Paloma Partners's Kadant position peaked at $580K in Q1 2018.
144 funds tracked by Wall St. Rank held Kadant as of Q4 2019.

Based on Paloma Partners's 13F filing for Q4 2019, filed 14 Feb 2020.