RFG
KAI icon

RFP Financial Group’s Kadant KAI Stock Holding History

RFP Financial Group’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
2023
Q4 		– Sell
-15
Closed -$3.38K – 942
2023
Q3 		$3.38K Hold
15
– – ﹤0.01% 566
2023
Q2 		$3.33K Hold
15
– – ﹤0.01% 615
2023
Q1 		$3.13K Hold
15
– – ﹤0.01% 452
2022
Q4 		$2.66K Buy
+15
New +$2.67K ﹤0.01% 606

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RFP Financial Group's KAI Position: Q4 2023 in Review

RFP Financial Group sold out of Kadant (KAI) in Q4 2023, closing a stake of 15 shares — an estimated $3.38K sold.

RFP Financial Group first reported a position in KAI in Q4 2022 and held it in 4 quarters. The position peaked at $3.38K in Q3 2023. 237 funds tracked by Wall St. Rank hold KAI as of Q4 2023.

  • RFP Financial Group reported no remaining Kadant position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 15 Kadant shares in Q4 2023, an estimated $3.38K.
  • RFP Financial Group first reported a position in Kadant in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Kadant position peaked at $3.38K in Q3 2023.
  • 237 funds tracked by Wall St. Rank held Kadant as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.