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Wedge Capital Management’s Kadant KAI Stock Holding History

Wedge Capital 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
2017
Q4 		– Sell
-9,100
Closed -$897K – 598
2017
Q3 		$897K Hold
9,100
– – 0.01% 375
2017
Q2 		$684K Sell
9,100
-6,502
-42% -$453K 0.01% 393
2017
Q1 		$926K Sell
15,602
-412
-3% -$25K 0.01% 343
2016
Q4 		$980K Sell
16,014
-1,168
-7% -$67.2K 0.01% 334
2016
Q3 		$895K Sell
17,182
-313
-2% -$16.7K 0.01% 343
2016
Q2 		$901K Sell
17,495
-2,920
-14% -$141K 0.01% 329
2016
Q1 		$922K Buy
20,415
+14,015
+219% +$556K 0.01% 330
2015
Q4 		$260K Buy
6,400
+500
+8% +$20.6K ﹤0.01% 553
2015
Q3 		$230K Buy
5,900
+200
+4% +$8.8K ﹤0.01% 562
2015
Q2 		$269K Buy
5,700
+125
+2% +$6.23K ﹤0.01% 562
2015
Q1 		$293K Buy
5,575
+200
+4% +$8.84K ﹤0.01% 537
2014
Q4 		$229K Buy
+5,375
New +$218K ﹤0.01% 565

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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

Wedge Capital Management's KAI Position: Q4 2017 in Review

Wedge Capital Management sold out of Kadant (KAI) in Q4 2017, closing a stake of 9,100 shares — an estimated $897K sold.

Wedge Capital Management first reported a position in KAI in Q4 2014 and held it in 12 quarters. The position peaked at $980K in Q4 2016. 172 funds tracked by Wall St. Rank hold KAI as of Q4 2017.

  • Wedge Capital Management reported no remaining Kadant position as of Q4 2017 after selling out during the quarter.
  • Wedge Capital Management sold 9,100 Kadant shares in Q4 2017, an estimated $897K.
  • Wedge Capital Management first reported a position in Kadant in Q4 2014 and held it in 12 quarters.
  • Wedge Capital Management's Kadant position peaked at $980K in Q4 2016.
  • 172 funds tracked by Wall St. Rank held Kadant as of Q4 2017.

Based on Wedge Capital Management's 13F filing for Q4 2017, filed 31 Jan 2018.