Shaker Investments’s Kadant KAI Stock Holding History

Shaker Investments’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
2020 Q1	–	Sell	-2,930	Closed	-$309K	–	81
2019 Q4	$309K	Buy	+2,930	New	+$278K	0.18%	80

Other funds holding KAI

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Shaker Investments's KAI Position: Q1 2020 in Review

Shaker Investments sold out of Kadant (KAI) in Q1 2020, closing a stake of 2,930 shares — an estimated $309K sold.

Shaker Investments first reported a position in KAI in Q4 2019 and held it in 1 quarter. The position peaked at $309K in Q4 2019. 130 funds tracked by Wall St. Rank hold KAI as of Q1 2020.

Shaker Investments reported no remaining Kadant position as of Q1 2020 after selling out during the quarter.
Shaker Investments sold 2,930 Kadant shares in Q1 2020, an estimated $309K.
Shaker Investments first reported a position in Kadant in Q4 2019 and held it in 1 quarter.
Shaker Investments's Kadant position peaked at $309K in Q4 2019.
130 funds tracked by Wall St. Rank held Kadant as of Q1 2020.

Based on Shaker Investments's 13F filing for Q1 2020, filed 5 May 2020.