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Steward Financial Group’s Kadant KAI Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+7
New +$1.52K ﹤0.01% 1181
2023
Q2 		– Sell
-7
Closed -$1K – 741
2023
Q1 		$1K Buy
7
+5
+250% +$1.01K ﹤0.01% 623
2022
Q4 		$0 Buy
+2
New +$356 ﹤0.01% 678
2022
Q3 		– Sell
-2
Closed – – 715
2022
Q2 		$0 Buy
+2
New +$373 ﹤0.01% 1167

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Steward Financial Group's KAI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Kadant (KAI) in Q3 2023: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1181 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in KAI as recently as Q1 2023.

Steward Financial Group first reported a position in KAI in Q2 2022 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold KAI as of Q3 2023.

  • Steward Financial Group held 7 shares of Kadant worth $1K as of Q3 2023.
  • Kadant was a new Steward Financial Group position in Q3 2023.
  • Kadant made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1181 holding.
  • Steward Financial Group first reported a position in Kadant in Q2 2022 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held Kadant as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.