Premier Fund Managers’s Kadant KAI Stock Holding History

Premier Fund Managers’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
2024 Q1	–	Sell	-2,100	Closed	-$597K	–	219
2023 Q4	$597K	Sell	2,100 -540	-20%	-$135K	0.03%	138
2023 Q3	$596K	Sell	2,640 -600	-19%	-$130K	0.03%	146
2023 Q2	$712K	Hold	3,240	–	–	0.03%	174
2023 Q1	$661K	Hold	3,240	–	–	0.03%	208
2022 Q4	$581K	Hold	3,240	–	–	0.02%	190
2022 Q3	$542K	Hold	3,240	–	–	0.04%	131
2022 Q2	$586K	Sell	3,240 -1,650	-34%	-$307K	0.03%	184
2022 Q1	$957K	Sell	4,890 -2,950	-38%	-$603K	0.03%	190
2021 Q4	$1.8M	Buy	7,840 +1,450	+23%	+$323K	0.06%	161
2021 Q3	$1.35M	Buy	6,390 +1,500	+31%	+$296K	0.04%	197
2021 Q2	$858K	Buy	4,890 +3,190	+188%	+$562K	0.03%	206
2021 Q1	$307K	Buy	+1,700	New	+$273K	0.01%	209

Other funds holding KAI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Premier Fund Managers's KAI Position: Q1 2024 in Review

Premier Fund Managers sold out of Kadant (KAI) in Q1 2024, closing a stake of 2,100 shares — an estimated $597K sold.

Premier Fund Managers first reported a position in KAI in Q1 2021 and held it in 12 quarters. The position peaked at $1.8M in Q4 2021. 260 funds tracked by Wall St. Rank hold KAI as of Q1 2024.

Premier Fund Managers reported no remaining Kadant position as of Q1 2024 after selling out during the quarter.
Premier Fund Managers sold 2,100 Kadant shares in Q1 2024, an estimated $597K.
Premier Fund Managers first reported a position in Kadant in Q1 2021 and held it in 12 quarters.
Premier Fund Managers's Kadant position peaked at $1.8M in Q4 2021.
260 funds tracked by Wall St. Rank held Kadant as of Q1 2024.

Based on Premier Fund Managers's 13F filing for Q1 2024, filed 13 May 2024.