SCM
KALU icon

Stevens Capital Management’s Kaiser Aluminum KALU Stock Holding History

Stevens Capital Management’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
2017
Q2 		– Sell
-7,860
Closed -$628K – 956
2017
Q1 		$628K Buy
7,860
+1,558
+25% +$124K 0.02% 530
2016
Q4 		$490K Sell
6,302
-775
-11% -$61.9K 0.02% 584
2016
Q3 		$612K Buy
+7,077
New +$608K 0.03% 528
2015
Q1 		– Sell
-4,586
Closed -$328K – 1107
2014
Q4 		$328K Sell
4,586
-1,250
-21% -$90.3K 0.01% 688
2014
Q3 		$445K Buy
+5,836
New +$451K 0.01% 619
2014
Q2 		– Sell
-4,607
Closed -$329K – 1187
2014
Q1 		$329K Sell
4,607
-1,840
-29% -$129K 0.01% 768
2013
Q4 		$453K Buy
+6,447
New +$441K 0.01% 673
2013
Q3 		– Sell
-5,063
Closed -$314K – 1116
2013
Q2 		$314K Buy
+5,063
New +$318K 0.01% 700

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return