Sageworth Trust’s Kadant KAI Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-95	Closed	-$22K	–	574
2021 Q4	$22K	Sell	95 -318	-77%	-$70.9K	﹤0.01%	171
2021 Q3	$84K	Hold	413	–	–	0.01%	131
2021 Q2	$73K	Hold	413	–	–	0.01%	179
2021 Q1	$76K	Buy	+413	New	+$66.2K	0.01%	146

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sageworth Trust's KAI Position: Q1 2022 in Review

Sageworth Trust sold out of Kadant (KAI) in Q1 2022, closing a stake of 95 shares — an estimated $22K sold.

Sageworth Trust first reported a position in KAI in Q1 2021 and held it in 4 quarters. The position peaked at $84K in Q3 2021. 182 funds tracked by Wall St. Rank hold KAI as of Q1 2022.

Sageworth Trust reported no remaining Kadant position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 95 Kadant shares in Q1 2022, an estimated $22K.
Sageworth Trust first reported a position in Kadant in Q1 2021 and held it in 4 quarters.
Sageworth Trust's Kadant position peaked at $84K in Q3 2021.
182 funds tracked by Wall St. Rank held Kadant as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.