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Partners Group Holding’s Kadant KAI Stock Holding History

Partners Group Holding’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
2023
Q1 		– Sell
-2,255
Closed -$401K – 75
2022
Q4 		$401K Sell
2,255
-923
-29% -$164K 0.03% 66
2022
Q3 		$530K Hold
3,178
– – 0.04% 65
2022
Q2 		$580K Buy
3,178
+230
+8% +$42.8K 0.03% 55
2022
Q1 		$572K Buy
2,948
+836
+40% +$171K 0.03% 70
2021
Q4 		$487K Hold
2,112
– – 0.02% 83
2021
Q3 		$431K Buy
+2,112
New +$416K 0.03% 123

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Partners Group Holding's KAI Position: Q1 2023 in Review

Partners Group Holding sold out of Kadant (KAI) in Q1 2023, closing a stake of 2,255 shares — an estimated $401K sold.

Partners Group Holding first reported a position in KAI in Q3 2021 and held it in 6 quarters. The position peaked at $580K in Q2 2022. 201 funds tracked by Wall St. Rank hold KAI as of Q1 2023.

  • Partners Group Holding reported no remaining Kadant position as of Q1 2023 after selling out during the quarter.
  • Partners Group Holding sold 2,255 Kadant shares in Q1 2023, an estimated $401K.
  • Partners Group Holding first reported a position in Kadant in Q3 2021 and held it in 6 quarters.
  • Partners Group Holding's Kadant position peaked at $580K in Q2 2022.
  • 201 funds tracked by Wall St. Rank held Kadant as of Q1 2023.

Based on Partners Group Holding's 13F filing for Q1 2023, filed 5 May 2023.