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Raymond James & Associates’s Kadant KAI Stock Holding History

Raymond James & Associates’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
Q3 		$27.3M Sell
80,876
-3,241
-4% -$1.03M 0.02% 663
2024
Q2 		$24.7M Buy
84,117
+5,167
+7% +$1.47M 0.02% 670
2024
Q1 		$25.9M Sell
78,950
-3,201
-4% -$966K 0.02% 662
2023
Q4 		$23M Buy
82,151
+47,618
+138% +$11.9M 0.02% 677
2023
Q3 		$7.79M Sell
34,533
-1,022
-3% -$221K 0.01% 1195
2023
Q2 		$7.9M Sell
35,555
-1,887
-5% -$378K 0.01% 1204
2023
Q1 		$7.81M Sell
37,442
-2,306
-6% -$468K 0.01% 1183
2022
Q4 		$7.06M Sell
39,748
-529
-1% -$94.1K 0.01% 1201
2022
Q3 		$6.72M Sell
40,277
-2,796
-6% -$521K 0.01% 1178
2022
Q2 		$7.85M Sell
43,073
-1,910
-4% -$356K 0.01% 1118
2022
Q1 		$8.73M Buy
44,983
+8,925
+25% +$1.83M 0.01% 1140
2021
Q4 		$8.31M Buy
36,058
+2,906
+9% +$648K 0.01% 1218
2021
Q3 		$6.77M Buy
33,152
+1,265
+4% +$249K 0.01% 1296
2021
Q2 		$5.62M Buy
31,887
+20,622
+183% +$3.63M 0.01% 1418
2021
Q1 		$2.08M Sell
11,265
-1,038
-8% -$166K ﹤0.01% 1980
2020
Q4 		$1.73M Sell
12,303
-349
-3% -$44.4K ﹤0.01% 1979
2020
Q3 		$1.39M Sell
12,652
-246
-2% -$27.9K ﹤0.01% 1983
2020
Q2 		$1.28M Buy
12,898
+774
+6% +$68.9K ﹤0.01% 1993
2020
Q1 		$905K Buy
12,124
+1,511
+14% +$143K ﹤0.01% 2050
2019
Q4 		$1.12M Buy
10,613
+1,540
+17% +$146K ﹤0.01% 2207
2019
Q3 		$797K Buy
+9,073
New +$778K ﹤0.01% 2324

Other funds holding KAI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Raymond James & Associates's KAI Position: Q3 2024 in Review

Raymond James & Associates reduced its Kadant (KAI) stake by 3.9% in Q3 2024, selling an estimated $1.03M and leaving 80,876 shares worth $27.3M. The position accounts for 0.02% of the portfolio, ranked #663.

Raymond James & Associates first reported a position in KAI in Q3 2019 and has held it in 21 quarters since. 280 funds tracked by Wall St. Rank hold KAI as of Q3 2024.

  • Raymond James & Associates held 80,876 shares of Kadant worth $27.3M as of Q3 2024.
  • Raymond James & Associates sold 3,241 Kadant shares in Q3 2024, an estimated $1.03M.
  • Kadant made up 0.02% of Raymond James & Associates's portfolio in Q3 2024, its #663 holding.
  • Raymond James & Associates first reported a position in Kadant in Q3 2019 and has held it in 21 quarters since.
  • 280 funds tracked by Wall St. Rank held Kadant as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.