Running Oak Capital’s Kadant KAI Stock Holding History

Running Oak Capital’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	-57,123	Closed	-$4.26M	–	64
2020 Q1	$4.26M	Buy	57,123 +46,376	+432%	+$4.39M	1.85%	10
2019 Q4	$1.13M	Buy	+10,747	New	+$1.02M	0.39%	64

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

Running Oak Capital's KAI Position: Q2 2020 in Review

Running Oak Capital sold out of Kadant (KAI) in Q2 2020, closing a stake of 57,123 shares — an estimated $4.26M sold.

Running Oak Capital first reported a position in KAI in Q4 2019 and held it in 2 quarters. The position peaked at $4.26M in Q1 2020. 133 funds tracked by Wall St. Rank hold KAI as of Q2 2020.

Running Oak Capital reported no remaining Kadant position as of Q2 2020 after selling out during the quarter.
Running Oak Capital sold 57,123 Kadant shares in Q2 2020, an estimated $4.26M.
Running Oak Capital first reported a position in Kadant in Q4 2019 and held it in 2 quarters.
Running Oak Capital's Kadant position peaked at $4.26M in Q1 2020.
133 funds tracked by Wall St. Rank held Kadant as of Q2 2020.

Based on Running Oak Capital's 13F filing for Q2 2020, filed 14 Aug 2020.