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Weld Capital Management’s Kadant KAI Stock Holding History

Weld 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
2019
Q3 		– Sell
-3,093
Closed -$281K – 882
2019
Q2 		$281K Sell
3,093
-211
-6% -$19K 0.05% 570
2019
Q1 		$291K Sell
3,304
-1,302
-28% -$112K 0.05% 518
2018
Q4 		$375K Buy
+4,606
New +$431K 0.08% 435

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Weld Capital Management's KAI Position: Q3 2019 in Review

Weld Capital Management sold out of Kadant (KAI) in Q3 2019, closing a stake of 3,093 shares — an estimated $281K sold.

Weld Capital Management first reported a position in KAI in Q4 2018 and held it in 3 quarters. The position peaked at $375K in Q4 2018. 148 funds tracked by Wall St. Rank hold KAI as of Q3 2019.

  • Weld Capital Management reported no remaining Kadant position as of Q3 2019 after selling out during the quarter.
  • Weld Capital Management sold 3,093 Kadant shares in Q3 2019, an estimated $281K.
  • Weld Capital Management first reported a position in Kadant in Q4 2018 and held it in 3 quarters.
  • Weld Capital Management's Kadant position peaked at $375K in Q4 2018.
  • 148 funds tracked by Wall St. Rank held Kadant as of Q3 2019.

Based on Weld Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.