Stephens Inc’s Kadant KAI Stock Holding History

Stephens Inc’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	–	Sell	-6,711	Closed	-$1.51M	–	1271
2023 Q3	$1.51M	Sell	6,711 -866	-11%	-$188K	0.03%	438
2023 Q2	$1.68M	Sell	7,577 -478	-6%	-$95.7K	0.03%	422
2023 Q1	$1.68M	Buy	+8,055	New	+$1.64M	0.03%	428

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Stephens Inc's KAI Position: Q4 2023 in Review

Stephens Inc sold out of Kadant (KAI) in Q4 2023, closing a stake of 6,711 shares — an estimated $1.51M sold.

Stephens Inc first reported a position in KAI in Q1 2023 and held it in 3 quarters. The position peaked at $1.68M in Q2 2023. 237 funds tracked by Wall St. Rank hold KAI as of Q4 2023.

Stephens Inc reported no remaining Kadant position as of Q4 2023 after selling out during the quarter.
Stephens Inc sold 6,711 Kadant shares in Q4 2023, an estimated $1.51M.
Stephens Inc first reported a position in Kadant in Q1 2023 and held it in 3 quarters.
Stephens Inc's Kadant position peaked at $1.68M in Q2 2023.
237 funds tracked by Wall St. Rank held Kadant as of Q4 2023.

Based on Stephens Inc's 13F filing for Q4 2023, filed 13 Feb 2024.