Simplicity Wealth’s Kadant KAI Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-2,138	Closed	-$628K	–	862
2024 Q2	$628K	Sell	2,138 -130	-6%	-$37.1K	0.01%	668
2024 Q1	$744K	Buy	+2,268	New	+$684K	0.02%	604

Other funds holding KAI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Simplicity Wealth's KAI Position: Q3 2024 in Review

Simplicity Wealth sold out of Kadant (KAI) in Q3 2024, closing a stake of 2,138 shares — an estimated $628K sold.

Simplicity Wealth first reported a position in KAI in Q1 2024 and held it in 2 quarters. The position peaked at $744K in Q1 2024. 280 funds tracked by Wall St. Rank hold KAI as of Q3 2024.

Simplicity Wealth reported no remaining Kadant position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 2,138 Kadant shares in Q3 2024, an estimated $628K.
Simplicity Wealth first reported a position in Kadant in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Kadant position peaked at $744K in Q1 2024.
280 funds tracked by Wall St. Rank held Kadant as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.