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Simplicity Solutions’s Kadant KAI Stock Holding History

Simplicity Solutions’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
Q4 		$528K Buy
+1,885
New +$472K 0.01% 645

Other funds holding KAI

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
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
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

Simplicity Solutions's KAI Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Kadant (KAI) in Q4 2023: 1,885 shares worth $528K. The stake represents 0.01% of the portfolio and ranks #645 among its holdings.

237 funds tracked by Wall St. Rank hold KAI as of Q4 2023.

  • Simplicity Solutions held 1,885 shares of Kadant worth $528K as of Q4 2023.
  • Kadant was a new Simplicity Solutions position in Q4 2023.
  • Kadant made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #645 holding.
  • 237 funds tracked by Wall St. Rank held Kadant as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.