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Prelude Capital Management’s Kadant KAI Stock Holding History

Prelude 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
2020
Q4 		– Sell
-20
Closed -$2K – 1641
2020
Q3 		$2K Buy
+20
New +$2.27K ﹤0.01% 1671
2019
Q2 		– Sell
-127
Closed -$11K – 1903
2019
Q1 		$11K Hold
127
– – ﹤0.01% 1424
2018
Q4 		$10K Buy
+127
New +$11.9K ﹤0.01% 1373
2017
Q4 		– Sell
-350
Closed -$34K – 1526
2017
Q3 		$34K Sell
350
-650
-65% -$55.1K ﹤0.01% 1201
2017
Q2 		$75K Sell
1,000
-1,300
-57% -$90.6K 0.01% 870
2017
Q1 		$137K Buy
2,300
+1,600
+229% +$97.1K 0.01% 684
2016
Q4 		$43K Sell
700
-1,000
-59% -$57.6K 0.01% 1085
2016
Q3 		$89K Sell
1,700
-500
-23% -$26.7K 0.01% 861
2016
Q2 		$113K Buy
2,200
+700
+47% +$33.8K 0.02% 706
2016
Q1 		$68K Buy
1,500
+900
+150% +$35.7K 0.01% 882
2015
Q4 		$24K Sell
600
-6,470
-92% -$267K ﹤0.01% 1174
2015
Q3 		$276K Buy
7,070
+2,570
+57% +$113K 0.04% 465
2015
Q2 		$212K Buy
+4,500
New +$224K 0.03% 564
2014
Q3 		– Sell
-4,800
Closed -$185K – 1986
2014
Q2 		$185K Buy
4,800
+2,703
+129% +$100K 0.02% 777
2014
Q1 		$76K Buy
+2,097
New +$79.4K 0.01% 1135

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Prelude Capital Management's KAI Position: Q4 2020 in Review

Prelude Capital Management sold out of Kadant (KAI) in Q4 2020, closing a stake of 20 shares — an estimated $2K sold.

Prelude Capital Management first reported a position in KAI in Q1 2014 and held it in 15 quarters. The position peaked at $276K in Q3 2015. 149 funds tracked by Wall St. Rank hold KAI as of Q4 2020.

  • Prelude Capital Management reported no remaining Kadant position as of Q4 2020 after selling out during the quarter.
  • Prelude Capital Management sold 20 Kadant shares in Q4 2020, an estimated $2K.
  • Prelude Capital Management first reported a position in Kadant in Q1 2014 and held it in 15 quarters.
  • Prelude Capital Management's Kadant position peaked at $276K in Q3 2015.
  • 149 funds tracked by Wall St. Rank held Kadant as of Q4 2020.

Based on Prelude Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.