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Piermont Capital Management’s Kadant KAI Stock Holding History

Piermont Capital Management’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
2018
Q3 		– Sell
-4,200
Closed -$404K – 164
2018
Q2 		$404K Hold
4,200
– – 0.12% 176
2018
Q1 		$397K Sell
4,200
-640
-13% -$62.9K 0.13% 193
2017
Q4 		$486K Sell
4,840
-270
-5% -$27.4K 0.16% 166
2017
Q3 		$504K Buy
+5,110
New +$433K 0.17% 163

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Piermont Capital Management's KAI Position: Q3 2018 in Review

Piermont Capital Management sold out of Kadant (KAI) in Q3 2018, closing a stake of 4,200 shares — an estimated $404K sold.

Piermont Capital Management first reported a position in KAI in Q3 2017 and held it in 4 quarters. The position peaked at $504K in Q3 2017. 163 funds tracked by Wall St. Rank hold KAI as of Q3 2018.

  • Piermont Capital Management reported no remaining Kadant position as of Q3 2018 after selling out during the quarter.
  • Piermont Capital Management sold 4,200 Kadant shares in Q3 2018, an estimated $404K.
  • Piermont Capital Management first reported a position in Kadant in Q3 2017 and held it in 4 quarters.
  • Piermont Capital Management's Kadant position peaked at $504K in Q3 2017.
  • 163 funds tracked by Wall St. Rank held Kadant as of Q3 2018.

Based on Piermont Capital Management's 13F filing for Q3 2018, filed 6 Nov 2018.