Simplex Trading
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Simplex Trading’s Kadant KAI Stock Holding History

Simplex Trading’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
2024
Q1 		– Sell
-300
Closed -$84K – 9348
2023
Q4 		$84K Buy
+300
New +$75.1K ﹤0.01% 5557
2023
Q1 		– Sell
-200
Closed -$35K – 9574
2022
Q4 		$35K Buy
+200
New +$35.6K ﹤0.01% 6282
2017
Q3 		– Sell
-4
Closed -$2K – 6240
2017
Q2 		$2K Buy
+4
New +$279 ﹤0.01% 5269

Other funds holding KAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's KAI Position: Q2 2024 in Review

Simplex Trading sold out of Kadant (KAI) in Q2 2024, closing a stake of 833 shares — an estimated $273K sold.

Simplex Trading first reported a position in KAI in Q1 2016 and held it in 6 quarters. The position peaked at $273K in Q1 2024. 257 funds tracked by Wall St. Rank hold KAI as of Q2 2024.

  • Simplex Trading reported no remaining Kadant position as of Q2 2024 after selling out during the quarter.
  • Simplex Trading sold 833 Kadant shares in Q2 2024, an estimated $273K.
  • Simplex Trading first reported a position in Kadant in Q1 2016 and held it in 6 quarters.
  • Simplex Trading's Kadant position peaked at $273K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Kadant as of Q2 2024.

Based on Simplex Trading's 13F filing for Q2 2024, filed 25 Jul 2024.