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QS Batterymarch Financial Management’s Kadant KAI Stock Holding History

QS Batterymarch Financial 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
2013
Q4 		– Sell
-23,562
Closed -$792K – 1163
2013
Q3 		$792K Sell
23,562
-50,708
-68% -$1.66M 0.02% 654
2013
Q2 		$2.24M Buy
+74,270
New +$2.11M 0.04% 495

Other funds holding KAI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

QS Batterymarch Financial Management's KAI Position: Q4 2013 in Review

QS Batterymarch Financial Management sold out of Kadant (KAI) in Q4 2013, closing a stake of 23,562 shares — an estimated $792K sold.

QS Batterymarch Financial Management first reported a position in KAI in Q2 2013 and held it in 2 quarters. The position peaked at $2.24M in Q2 2013. 126 funds tracked by Wall St. Rank hold KAI as of Q4 2013.

  • QS Batterymarch Financial Management reported no remaining Kadant position as of Q4 2013 after selling out during the quarter.
  • QS Batterymarch Financial Management sold 23,562 Kadant shares in Q4 2013, an estimated $792K.
  • QS Batterymarch Financial Management first reported a position in Kadant in Q2 2013 and held it in 2 quarters.
  • QS Batterymarch Financial Management's Kadant position peaked at $2.24M in Q2 2013.
  • 126 funds tracked by Wall St. Rank held Kadant as of Q4 2013.

Based on QS Batterymarch Financial Management's 13F filing for Q4 2013, filed 14 Feb 2014.