Steph & Co’s Kaiser Aluminum KALU Stock Holding History

Steph & Co’s Portfolio KALU Stock Details KALU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-400	Closed	-$38K	–	267
2022 Q1	$38K	Hold	400	–	–	0.02%	201
2021 Q4	$38K	Hold	400	–	–	0.02%	222
2021 Q3	$44K	Buy	+400	New	+$47.6K	0.03%	183

Other funds holding KALU

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Steph & Co's KALU Position: Q2 2022 in Review

Steph & Co sold out of Kaiser Aluminum (KALU) in Q2 2022, closing a stake of 400 shares — an estimated $38K sold.

Steph & Co first reported a position in KALU in Q3 2021 and held it in 3 quarters. The position peaked at $44K in Q3 2021. 184 funds tracked by Wall St. Rank hold KALU as of Q2 2022.

Steph & Co reported no remaining Kaiser Aluminum position as of Q2 2022 after selling out during the quarter.
Steph & Co sold 400 Kaiser Aluminum shares in Q2 2022, an estimated $38K.
Steph & Co first reported a position in Kaiser Aluminum in Q3 2021 and held it in 3 quarters.
Steph & Co's Kaiser Aluminum position peaked at $44K in Q3 2021.
184 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2022.

Based on Steph & Co's 13F filing for Q2 2022, filed 13 Jul 2022.