Westfield Capital Management’s Kadant KAI Stock Holding History

Westfield 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
2021 Q1	–	Sell	-3,740	Closed	-$527K	–	261
2020 Q4	$527K	Buy	+3,740	New	+$476K	﹤0.01%	238

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westfield Capital Management's KAI Position: Q1 2021 in Review

Westfield Capital Management sold out of Kadant (KAI) in Q1 2021, closing a stake of 3,740 shares — an estimated $527K sold.

Westfield Capital Management first reported a position in KAI in Q4 2020 and held it in 1 quarter. The position peaked at $527K in Q4 2020. 160 funds tracked by Wall St. Rank hold KAI as of Q1 2021.

Westfield Capital Management reported no remaining Kadant position as of Q1 2021 after selling out during the quarter.
Westfield Capital Management sold 3,740 Kadant shares in Q1 2021, an estimated $527K.
Westfield Capital Management first reported a position in Kadant in Q4 2020 and held it in 1 quarter.
Westfield Capital Management's Kadant position peaked at $527K in Q4 2020.
160 funds tracked by Wall St. Rank held Kadant as of Q1 2021.

Based on Westfield Capital Management's 13F filing for Q1 2021, filed 14 May 2021.