SPIA
KAMN

Steward Partners Investment Advisory’s Kaman Corp KAMN Stock Holding History

Steward Partners Investment Advisory’s Portfolio KAMN Stock Details KAMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$2.4K – 3698
2023
Q4 		$2.4K Buy
+100
New +$2.07K ﹤0.01% 3169
2018
Q4 		– Sell
-100
Closed -$7K – 2281
2018
Q3 		$7K Hold
100
– – ﹤0.01% 2038
2018
Q2 		$7K Hold
100
– – ﹤0.01% 1902
2018
Q1 		$6K Hold
100
– – ﹤0.01% 1753
2017
Q4 		$5K Hold
100
– – ﹤0.01% 1535
2017
Q3 		$5K Hold
100
– – ﹤0.01% 1316
2017
Q2 		$4K Buy
100
+55
+122% +$2.67K ﹤0.01% 1304
2017
Q1 		$2K Buy
+45
New +$2.25K ﹤0.01% 1342

Other funds holding KAMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's KAMN Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Kaman Corp (KAMN) in Q1 2024, closing a stake of 100 shares — an estimated $2.4K sold.

Steward Partners Investment Advisory first reported a position in KAMN in Q1 2017 and held it in 8 quarters. The position peaked at $7K in Q3 2018. 164 funds tracked by Wall St. Rank hold KAMN as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Kaman Corp position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 Kaman Corp shares in Q1 2024, an estimated $2.4K.
  • Steward Partners Investment Advisory first reported a position in Kaman Corp in Q1 2017 and held it in 8 quarters.
  • Steward Partners Investment Advisory's Kaman Corp position peaked at $7K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Kaman Corp as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.