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SEI Trust Company’s Kadant KAI Stock Holding History

SEI Trust Company’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
2014
Q3 		$132K Buy
3,375
+975
+41% +$38.3K ﹤0.01% 1409
2014
Q2 		$92K Hold
2,400
– – ﹤0.01% 1457
2014
Q1 		$88K Sell
2,400
-1,336
-36% -$50.6K ﹤0.01% 1453
2013
Q4 		$151K Sell
3,736
-345
-8% -$13K ﹤0.01% 1434
2013
Q3 		$137K Buy
4,081
+1,619
+66% +$53.1K ﹤0.01% 1362
2013
Q2 		$74K Buy
+2,462
New +$70K ﹤0.01% 1397

Other funds holding KAI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SEI Trust Company's KAI Position: Q3 2014 in Review

SEI Trust Company increased its Kadant (KAI) stake by 41% in Q3 2014, buying an estimated $38.3K and bringing the position to 3,375 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

SEI Trust Company first reported a position in KAI in Q2 2013 and has held it in 6 quarters since. The position peaked at $151K in Q4 2013. 127 funds tracked by Wall St. Rank hold KAI as of Q3 2014.

  • SEI Trust Company held 3,375 shares of Kadant worth $132K as of Q3 2014.
  • SEI Trust Company bought 975 Kadant shares in Q3 2014, an estimated $38.3K.
  • Kadant made up ﹤0.01% of SEI Trust Company's portfolio in Q3 2014, its #1409 holding.
  • SEI Trust Company first reported a position in Kadant in Q2 2013 and has held it in 6 quarters since.
  • SEI Trust Company's Kadant position peaked at $151K in Q4 2013.
  • 127 funds tracked by Wall St. Rank held Kadant as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.