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Sageworth Trust Company of South Dakota’s Kadant KAI Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-57
Closed -$10K – 442
2022
Q2 		$10K Sell
57
-38
-40% -$7.08K 0.02% 147
2022
Q1 		$18K Sell
95
-219
-70% -$44.8K 0.03% 122
2021
Q4 		$72K Buy
+314
New +$70K 0.11% 71

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $484B AUM 34.9% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sageworth Trust Company of South Dakota's KAI Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Kadant (KAI) in Q3 2022, closing a stake of 57 shares — an estimated $10K sold.

Sageworth Trust Company of South Dakota first reported a position in KAI in Q4 2021 and held it in 3 quarters. The position peaked at $72K in Q4 2021. 180 funds tracked by Wall St. Rank hold KAI as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Kadant position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 57 Kadant shares in Q3 2022, an estimated $10K.
  • Sageworth Trust Company of South Dakota first reported a position in Kadant in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Kadant position peaked at $72K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Kadant as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.