SkyOak Wealth’s Kadant KAI Stock Holding History

SkyOak 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 Q2	–	Sell	-784	Closed	-$257K	–	255
2024 Q1	$257K	Buy	+784	New	+$236K	0.06%	208

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SkyOak Wealth's KAI Position: Q2 2024 in Review

SkyOak Wealth sold out of Kadant (KAI) in Q2 2024, closing a stake of 784 shares — an estimated $257K sold.

SkyOak Wealth first reported a position in KAI in Q1 2024 and held it in 1 quarter. The position peaked at $257K in Q1 2024. 257 funds tracked by Wall St. Rank hold KAI as of Q2 2024.

SkyOak Wealth reported no remaining Kadant position as of Q2 2024 after selling out during the quarter.
SkyOak Wealth sold 784 Kadant shares in Q2 2024, an estimated $257K.
SkyOak Wealth first reported a position in Kadant in Q1 2024 and held it in 1 quarter.
SkyOak Wealth's Kadant position peaked at $257K in Q1 2024.
257 funds tracked by Wall St. Rank held Kadant as of Q2 2024.

Based on SkyOak Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.