Triodos Investment Management’s Kadant KAI Stock Holding History

Triodos Investment Management’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
2020 Q2	–	Sell	-10,000	Closed	-$747K	–	37
2020 Q1	$747K	Sell	10,000 -42,000	-81%	-$3.98M	0.21%	37
2019 Q4	$5.48M	Buy	52,000 +2,000	+4%	+$190K	1.22%	28
2019 Q3	$4.39M	Hold	50,000	–	–	1.11%	29
2019 Q2	$4.54M	Hold	50,000	–	–	1.05%	28
2019 Q1	$4.4M	Hold	50,000	–	–	0.89%	35
2018 Q4	$4.07M	Hold	50,000	–	–	0.88%	36
2018 Q3	$5.39M	Hold	50,000	–	–	0.93%	37
2018 Q2	$4.81M	Buy	+50,000	New	+$4.81M	0.9%	40

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Triodos Investment Management's KAI Position: Q2 2020 in Review

Triodos Investment Management sold out of Kadant (KAI) in Q2 2020, closing a stake of 10,000 shares — an estimated $747K sold.

Triodos Investment Management first reported a position in KAI in Q2 2018 and held it in 8 quarters. The position peaked at $5.48M in Q4 2019. 133 funds tracked by Wall St. Rank hold KAI as of Q2 2020.

Triodos Investment Management reported no remaining Kadant position as of Q2 2020 after selling out during the quarter.
Triodos Investment Management sold 10,000 Kadant shares in Q2 2020, an estimated $747K.
Triodos Investment Management first reported a position in Kadant in Q2 2018 and held it in 8 quarters.
Triodos Investment Management's Kadant position peaked at $5.48M in Q4 2019.
133 funds tracked by Wall St. Rank held Kadant as of Q2 2020.

Based on Triodos Investment Management's 13F filing for Q2 2020, filed 12 Aug 2020.