SWA
KAMN

Sutton Wealth Advisors’s Kaman Corp KAMN Stock Holding History

Sutton Wealth Advisors’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
2022
Q4 		– Sell
-333
Closed -$9.3K – 1722
2022
Q3 		$9.3K Buy
333
+330
+11,000% +$10.3K ﹤0.01% 910
2022
Q2 		$94 Sell
3
-783
-100% -$29K ﹤0.01% 1627
2022
Q1 		$34.2K Hold
786
– – 0.01% 529
2021
Q4 		$33.9K Buy
786
+552
+236% +$21.7K 0.01% 538
2021
Q3 		$8.35K Sell
234
-179
-43% -$7.39K ﹤0.01% 966
2021
Q2 		$20.8K Hold
413
– – 0.01% 688
2021
Q1 		$21.2K Hold
413
– – 0.01% 662
2020
Q4 		$23.6K Hold
413
– – 0.01% 564
2020
Q3 		$16.1K Hold
413
– – 0.01% 605
2020
Q2 		$17.2K Hold
413
– – 0.01% 583
2020
Q1 		$15.9K Buy
413
+41
+11% +$2.31K 0.01% 536
2019
Q4 		$24.5K Hold
372
– – 0.01% 525
2019
Q3 		$22.1K Hold
372
– – 0.01% 551
2019
Q2 		$23.7K Hold
372
– – 0.01% 519
2019
Q1 		$21.7K Hold
372
– – 0.01% 547
2018
Q4 		$20.9K Hold
372
– – 0.01% 510
2018
Q3 		$24.8K Hold
372
– – 0.02% 511
2018
Q2 		$25.9K Hold
372
– – 0.02% 502
2018
Q1 		$23.1K Hold
372
– – 0.02% 514
2017
Q4 		$21.9K Hold
372
– – 0.02% 525
2017
Q3 		$20.8K Hold
372
– – 0.02% 532
2017
Q2 		$18.6K Hold
372
– – 0.01% 557
2017
Q1 		$17.9K Hold
372
– – 0.02% 551
2016
Q4 		$18.2K Hold
372
– – 0.02% 529
2016
Q3 		$16.3K Hold
372
– – 0.01% 522
2016
Q2 		$15.8K Hold
372
– – 0.01% 507
2016
Q1 		$15.9K Buy
+372
New +$15.2K 0.02% 496

Other funds holding KAMN

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's KAMN Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Kaman Corp (KAMN) in Q4 2022, closing a stake of 333 shares — an estimated $9.3K sold.

Sutton Wealth Advisors first reported a position in KAMN in Q1 2016 and held it in 27 quarters. The position peaked at $34.2K in Q1 2022. 141 funds tracked by Wall St. Rank hold KAMN as of Q4 2022.

  • Sutton Wealth Advisors reported no remaining Kaman Corp position as of Q4 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 333 Kaman Corp shares in Q4 2022, an estimated $9.3K.
  • Sutton Wealth Advisors first reported a position in Kaman Corp in Q1 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Kaman Corp position peaked at $34.2K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held Kaman Corp as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.