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USA Financial Formulas’s Kadant KAI Stock Holding History

USA Financial Formulas’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
2024
Q2 		– Sell
-188
Closed -$61.7K – 346
2024
Q1 		$61.7K Buy
188
+105
+127% +$31.7K 0.01% 234
2023
Q4 		$23.3K Buy
+83
New +$20.8K ﹤0.01% 236
2022
Q1 		– Sell
-143
Closed -$33K – 427
2021
Q4 		$33K Buy
+143
New +$31.9K 0.03% 173
2021
Q2 		– Sell
-352
Closed -$65K – 408
2021
Q1 		$65K Buy
+352
New +$56.5K 0.05% 190

Other funds holding KAI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

USA Financial Formulas's KAI Position: Q2 2024 in Review

USA Financial Formulas sold out of Kadant (KAI) in Q2 2024, closing a stake of 188 shares — an estimated $61.7K sold.

USA Financial Formulas first reported a position in KAI in Q1 2021 and held it in 4 quarters. The position peaked at $65K in Q1 2021. 257 funds tracked by Wall St. Rank hold KAI as of Q2 2024.

  • USA Financial Formulas reported no remaining Kadant position as of Q2 2024 after selling out during the quarter.
  • USA Financial Formulas sold 188 Kadant shares in Q2 2024, an estimated $61.7K.
  • USA Financial Formulas first reported a position in Kadant in Q1 2021 and held it in 4 quarters.
  • USA Financial Formulas's Kadant position peaked at $65K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Kadant as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.