Stifel Financial
KALU icon

Stifel Financial’s Kaiser Aluminum KALU Stock Holding History

Stifel 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
2023
Q2 		– Sell
-4,859
Closed -$363K – 3368
2023
Q1 		$363K Sell
4,859
-9,111
-65% -$735K ﹤0.01% 2692
2022
Q4 		$1.06M Buy
13,970
+788
+6% +$63.1K ﹤0.01% 1956
2022
Q3 		$809K Buy
13,182
+1,667
+14% +$123K ﹤0.01% 2118
2022
Q2 		$911K Buy
11,515
+2,357
+26% +$220K ﹤0.01% 2073
2022
Q1 		$862K Buy
9,158
+2,413
+36% +$233K ﹤0.01% 2229
2021
Q4 		$634K Buy
6,745
+705
+12% +$71.3K ﹤0.01% 2451
2021
Q3 		$658K Buy
6,040
+3,157
+110% +$376K ﹤0.01% 2418
2021
Q2 		$356K Buy
+2,883
New +$360K ﹤0.01% 2784
2016
Q3 		– Sell
-8,064
Closed -$730K – 2455
2016
Q2 		$730K Sell
8,064
-504
-6% -$44K ﹤0.01% 1531
2016
Q1 		$725K Buy
8,568
+539
+7% +$42.3K ﹤0.01% 1394
2015
Q4 		$672K Sell
8,029
-509
-6% -$42.4K ﹤0.01% 1490
2015
Q3 		$685K Sell
8,538
-1,233
-13% -$103K ﹤0.01% 1388
2015
Q2 		$812K Sell
9,771
-4,397
-31% -$357K ﹤0.01% 1433
2015
Q1 		$1.09M Sell
14,168
-6,235
-31% -$457K 0.01% 1246
2014
Q4 		$1.46M Sell
20,403
-503
-2% -$36.3K 0.01% 1070
2014
Q3 		$1.59M Buy
20,906
+3,488
+20% +$270K 0.01% 863
2014
Q2 		$1.27M Buy
17,418
+5,358
+44% +$379K 0.01% 987
2014
Q1 		$861K Buy
+12,060
New +$845K 0.01% 1153

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Stifel Financial's KALU Position: Q2 2023 in Review

Stifel Financial sold out of Kaiser Aluminum (KALU) in Q2 2023, closing a stake of 4,859 shares — an estimated $363K sold.

Stifel Financial first reported a position in KALU in Q1 2014 and held it in 18 quarters. The position peaked at $1.59M in Q3 2014. 161 funds tracked by Wall St. Rank hold KALU as of Q2 2023.

  • Stifel Financial reported no remaining Kaiser Aluminum position as of Q2 2023 after selling out during the quarter.
  • Stifel Financial sold 4,859 Kaiser Aluminum shares in Q2 2023, an estimated $363K.
  • Stifel Financial first reported a position in Kaiser Aluminum in Q1 2014 and held it in 18 quarters.
  • Stifel Financial's Kaiser Aluminum position peaked at $1.59M in Q3 2014.
  • 161 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2023.

Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.