Pathstone Family Office’s Kadant KAI Stock Holding History

Pathstone Family Office’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	-1	Closed	–	–	538
2019 Q3	$0	Hold	1	–	–	﹤0.01%	672
2019 Q2	$0	Sell	1 -27	-96%	-$2.43K	﹤0.01%	769
2019 Q1	$2K	Buy	+28	New	+$2.41K	﹤0.01%	774

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

Pathstone Family Office's KAI Position: Q4 2019 in Review

Pathstone Family Office sold out of Kadant (KAI) in Q4 2019, closing a stake of 1 share.

Pathstone Family Office first reported a position in KAI in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 144 funds tracked by Wall St. Rank hold KAI as of Q4 2019.

Pathstone Family Office reported no remaining Kadant position as of Q4 2019 after selling out during the quarter.
Pathstone Family Office sold 1 Kadant share in Q4 2019.
Pathstone Family Office first reported a position in Kadant in Q1 2019 and held it in 3 quarters.
Pathstone Family Office's Kadant position peaked at $2K in Q1 2019.
144 funds tracked by Wall St. Rank held Kadant as of Q4 2019.

Based on Pathstone Family Office's 13F filing for Q4 2019, filed 14 Feb 2020.