Tradition Wealth Management’s Kennametal KMT Stock Holding History

Tradition Wealth Management’s Portfolio KMT Stock Details KMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-124	Closed	-$3K	–	822
2023 Q4	$3K	Buy	124 +1	+0.8%	+$24	﹤0.01%	1237
2023 Q3	$3K	Buy	123 +1	+0.8%	+$27	﹤0.01%	1309
2023 Q2	$3K	Buy	122 +1	+0.8%	+$27	﹤0.01%	1338
2023 Q1	$3K	Buy	121 +1	+0.8%	+$28	﹤0.01%	1253
2022 Q4	$3K	Buy	+120	New	+$2.97K	﹤0.01%	1118
2022 Q3	–	Sell	-118	Closed	-$3K	–	1200
2022 Q2	$3K	Hold	118	–	–	﹤0.01%	1046
2022 Q1	$3K	Buy	118 +1	+0.9%	+$33	﹤0.01%	1110
2021 Q4	$4K	Buy	117 +1	+0.9%	+$37	﹤0.01%	1089
2021 Q3	$4K	Hold	116	–	–	﹤0.01%	1077
2021 Q2	$4K	Buy	+116	New	+$4.54K	﹤0.01%	1099
2021 Q1	–	Sell	-114	Closed	-$4K	–	922
2020 Q4	$4K	Buy	+114	New	+$3.92K	﹤0.01%	872

Other funds holding KMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Tradition Wealth Management's KMT Position: Q1 2024 in Review

Tradition Wealth Management sold out of Kennametal (KMT) in Q1 2024, closing a stake of 124 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in KMT in Q4 2020 and held it in 11 quarters. The position peaked at $4K in Q4 2021. 234 funds tracked by Wall St. Rank hold KMT as of Q1 2024.

Tradition Wealth Management reported no remaining Kennametal position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 124 Kennametal shares in Q1 2024, an estimated $3K.
Tradition Wealth Management first reported a position in Kennametal in Q4 2020 and held it in 11 quarters.
Tradition Wealth Management's Kennametal position peaked at $4K in Q4 2021.
234 funds tracked by Wall St. Rank held Kennametal as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.