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Sterling Manor Financial’s Kaiser Aluminum KALU Stock Holding History

Sterling Manor Financial’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
2021
Q3 		– Sell
-2,498
Closed -$308K – 89
2021
Q2 		$308K Sell
2,498
-133
-5% -$16.6K 0.25% 59
2021
Q1 		$291K Buy
+2,631
New +$285K 0.26% 57

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Sterling Manor Financial's KALU Position: Q3 2021 in Review

Sterling Manor Financial sold out of Kaiser Aluminum (KALU) in Q3 2021, closing a stake of 2,498 shares — an estimated $308K sold.

Sterling Manor Financial first reported a position in KALU in Q1 2021 and held it in 2 quarters. The position peaked at $308K in Q2 2021. 180 funds tracked by Wall St. Rank hold KALU as of Q3 2021.

  • Sterling Manor Financial reported no remaining Kaiser Aluminum position as of Q3 2021 after selling out during the quarter.
  • Sterling Manor Financial sold 2,498 Kaiser Aluminum shares in Q3 2021, an estimated $308K.
  • Sterling Manor Financial first reported a position in Kaiser Aluminum in Q1 2021 and held it in 2 quarters.
  • Sterling Manor Financial's Kaiser Aluminum position peaked at $308K in Q2 2021.
  • 180 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2021.

Based on Sterling Manor Financial's 13F filing for Q3 2021, filed 8 Oct 2021.