SMA
KAMN

Sage Mountain Advisors’s Kaman Corp KAMN Stock Holding History

Sage Mountain Advisors’s Portfolio KAMN Stock Details KAMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-102
Closed -$2.27K – 359
2022
Q4 		$2.27K Buy
+102
New +$2.47K ﹤0.01% 283
2022
Q1 		– Sell
-83
Closed -$4K – 718
2021
Q4 		$4K Hold
83
– – ﹤0.01% 682
2021
Q3 		$3K Buy
+83
New +$3.43K ﹤0.01% 574

Other funds holding KAMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sage Mountain Advisors's KAMN Position: Q1 2023 in Review

Sage Mountain Advisors sold out of Kaman Corp (KAMN) in Q1 2023, closing a stake of 102 shares — an estimated $2.27K sold.

Sage Mountain Advisors first reported a position in KAMN in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 136 funds tracked by Wall St. Rank hold KAMN as of Q1 2023.

  • Sage Mountain Advisors reported no remaining Kaman Corp position as of Q1 2023 after selling out during the quarter.
  • Sage Mountain Advisors sold 102 Kaman Corp shares in Q1 2023, an estimated $2.27K.
  • Sage Mountain Advisors first reported a position in Kaman Corp in Q3 2021 and held it in 3 quarters.
  • Sage Mountain Advisors's Kaman Corp position peaked at $4K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held Kaman Corp as of Q1 2023.

Based on Sage Mountain Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.