SGI
KAI icon

Summit Global Investments’s Kadant KAI Stock Holding History

Summit Global Investments’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
2018
Q1 		– Sell
-5,300
Closed -$532K – 297
2017
Q4 		$532K Sell
5,300
-500
-9% -$50.7K 0.08% 213
2017
Q3 		$572K Sell
5,800
-500
-8% -$42.4K 0.09% 135
2017
Q2 		$474K Sell
6,300
-2,100
-25% -$146K 0.14% 215
2017
Q1 		$499K Hold
8,400
– – 0.16% 123
2016
Q4 		$514K Buy
+8,400
New +$483K 0.19% 102

Other funds holding KAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Summit Global Investments's KAI Position: Q1 2018 in Review

Summit Global Investments sold out of Kadant (KAI) in Q1 2018, closing a stake of 5,300 shares — an estimated $532K sold.

Summit Global Investments first reported a position in KAI in Q4 2016 and held it in 5 quarters. The position peaked at $572K in Q3 2017. 176 funds tracked by Wall St. Rank hold KAI as of Q1 2018.

  • Summit Global Investments reported no remaining Kadant position as of Q1 2018 after selling out during the quarter.
  • Summit Global Investments sold 5,300 Kadant shares in Q1 2018, an estimated $532K.
  • Summit Global Investments first reported a position in Kadant in Q4 2016 and held it in 5 quarters.
  • Summit Global Investments's Kadant position peaked at $572K in Q3 2017.
  • 176 funds tracked by Wall St. Rank held Kadant as of Q1 2018.

Based on Summit Global Investments's 13F filing for Q1 2018, filed 3 May 2018.