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Selective Wealth Management’s Kadant KAI Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-100
Closed -$17K – 443
2022
Q3 		$17K Buy
100
+3
+3% +$558 0.01% 448
2022
Q2 		$18K Hold
97
– – 0.01% 480
2022
Q1 		$19K Buy
+97
New +$19.8K 0.01% 453

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 $131B AUM 28.36% 1-Year Est. Return
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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Selective Wealth Management's KAI Position: Q4 2022 in Review

Selective Wealth Management sold out of Kadant (KAI) in Q4 2022, closing a stake of 100 shares — an estimated $17K sold.

Selective Wealth Management first reported a position in KAI in Q1 2022 and held it in 3 quarters. The position peaked at $19K in Q1 2022. 190 funds tracked by Wall St. Rank hold KAI as of Q4 2022.

  • Selective Wealth Management reported no remaining Kadant position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 100 Kadant shares in Q4 2022, an estimated $17K.
  • Selective Wealth Management first reported a position in Kadant in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Kadant position peaked at $19K in Q1 2022.
  • 190 funds tracked by Wall St. Rank held Kadant as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.