Private Trust Company’s Kadant KAI Stock Holding History

Private Trust Company’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 Q2	–	Sell	-5,773	Closed	-$430K	–	360
2020 Q1	$430K	Buy	+5,773	New	+$547K	0.11%	218

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Private Trust Company's KAI Position: Q2 2020 in Review

Private Trust Company sold out of Kadant (KAI) in Q2 2020, closing a stake of 5,773 shares — an estimated $430K sold.

Private Trust Company first reported a position in KAI in Q1 2020 and held it in 1 quarter. The position peaked at $430K in Q1 2020. 133 funds tracked by Wall St. Rank hold KAI as of Q2 2020.

Private Trust Company reported no remaining Kadant position as of Q2 2020 after selling out during the quarter.
Private Trust Company sold 5,773 Kadant shares in Q2 2020, an estimated $430K.
Private Trust Company first reported a position in Kadant in Q1 2020 and held it in 1 quarter.
Private Trust Company's Kadant position peaked at $430K in Q1 2020.
133 funds tracked by Wall St. Rank held Kadant as of Q2 2020.

Based on Private Trust Company's 13F filing for Q2 2020, filed 7 Jul 2020.