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Schubert & Co’s Kadant KAI Stock Holding History

Schubert & Co’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
Q2 		– Sell
-8
Closed -$1.67K – 791
2023
Q1 		$1.67K Buy
8
+2
+33% +$406 ﹤0.01% 986
2022
Q4 		$1.07K Sell
6
-1
-14% -$178 ﹤0.01% 1148
2022
Q3 		$1K Hold
7
– – ﹤0.01% 1140
2022
Q2 		$1K Buy
7
+6
+600% +$1.12K ﹤0.01% 1153
2022
Q1 		$0 Buy
+1
New +$205 ﹤0.01% 1206

Other funds holding KAI

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Schubert & Co's KAI Position: Q2 2023 in Review

Schubert & Co sold out of Kadant (KAI) in Q2 2023, closing a stake of 8 shares — an estimated $1.67K sold.

Schubert & Co first reported a position in KAI in Q1 2022 and held it in 5 quarters. The position peaked at $1.67K in Q1 2023. 192 funds tracked by Wall St. Rank hold KAI as of Q2 2023.

  • Schubert & Co reported no remaining Kadant position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 8 Kadant shares in Q2 2023, an estimated $1.67K.
  • Schubert & Co first reported a position in Kadant in Q1 2022 and held it in 5 quarters.
  • Schubert & Co's Kadant position peaked at $1.67K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Kadant as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.