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Stonegate Investment Group’s Kadant KAI Stock Holding History

Stonegate Investment 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
2025
Q1 		– Sell
-635
Closed -$219K – 412
2024
Q4 		$219K Sell
635
-169
-21% -$61.3K 0.01% 321
2024
Q3 		$272K Sell
804
-64
-7% -$20.4K 0.01% 291
2024
Q2 		$255K Buy
868
+193
+29% +$55K 0.01% 295
2024
Q1 		$221K Sell
675
-83
-11% -$25K 0.01% 303
2023
Q4 		$212K Buy
+758
New +$190K 0.01% 282

Other funds holding KAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonegate Investment Group's KAI Position: Q1 2025 in Review

Stonegate Investment Group sold out of Kadant (KAI) in Q1 2025, closing a stake of 635 shares — an estimated $219K sold.

Stonegate Investment Group first reported a position in KAI in Q4 2023 and held it in 5 quarters. The position peaked at $272K in Q3 2024. 313 funds tracked by Wall St. Rank hold KAI as of Q1 2025.

  • Stonegate Investment Group reported no remaining Kadant position as of Q1 2025 after selling out during the quarter.
  • Stonegate Investment Group sold 635 Kadant shares in Q1 2025, an estimated $219K.
  • Stonegate Investment Group first reported a position in Kadant in Q4 2023 and held it in 5 quarters.
  • Stonegate Investment Group's Kadant position peaked at $272K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Kadant as of Q1 2025.

Based on Stonegate Investment Group's 13F filing for Q1 2025, filed 22 Apr 2025.