Wellington Management Group’s Kadant KAI Stock Holding History

Wellington Management Group’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
2023 Q2	–	Sell	-2,755	Closed	-$574K	–	1908
2023 Q1	$574K	Buy	+2,755	New	+$559K	﹤0.01%	1813
2022 Q4	–	Sell	-2,300	Closed	-$384K	–	2051
2022 Q3	$384K	Buy	2,300 +577	+33%	+$107K	﹤0.01%	1855
2022 Q2	$314K	Hold	1,723	–	–	﹤0.01%	1944
2022 Q1	$335K	Buy	+1,723	New	+$352K	﹤0.01%	1994
2020 Q3	–	Sell	-20,759	Closed	-$2.07M	–	1941
2020 Q2	$2.07M	Buy	20,759 +10,900	+111%	+$971K	﹤0.01%	1353
2020 Q1	$736K	Hold	9,859	–	–	﹤0.01%	1611
2019 Q4	$1.04M	Buy	+9,859	New	+$936K	﹤0.01%	1698
2019 Q3	–	Sell	-74,445	Closed	-$6.76M	–	2068
2019 Q2	$6.76M	Buy	+74,445	New	+$6.69M	﹤0.01%	1310
2018 Q1	–	Sell	-3,788	Closed	-$381K	–	2260
2017 Q4	$381K	Hold	3,788	–	–	﹤0.01%	2089
2017 Q3	$374K	Buy	+3,788	New	+$321K	﹤0.01%	2095

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Wellington Management Group's KAI Position: Q2 2023 in Review

Wellington Management Group sold out of Kadant (KAI) in Q2 2023, closing a stake of 2,755 shares — an estimated $574K sold.

Wellington Management Group first reported a position in KAI in Q3 2017 and held it in 10 quarters. The position peaked at $6.76M in Q2 2019. 192 funds tracked by Wall St. Rank hold KAI as of Q2 2023.

Wellington Management Group reported no remaining Kadant position as of Q2 2023 after selling out during the quarter.
Wellington Management Group sold 2,755 Kadant shares in Q2 2023, an estimated $574K.
Wellington Management Group first reported a position in Kadant in Q3 2017 and held it in 10 quarters.
Wellington Management Group's Kadant position peaked at $6.76M in Q2 2019.
192 funds tracked by Wall St. Rank held Kadant as of Q2 2023.

Based on Wellington Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.