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Winifred I. Li’s Kadant KAI Stock Holding History

Winifred I. Li’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
2014
Q4 		$43K Hold
1,000
– – 0.04% 307
2014
Q3 		$39K Hold
1,000
– – 0.04% 318
2014
Q2 		$38K Hold
1,000
– – 0.03% 316
2014
Q1 		$36K Hold
1,000
– – 0.03% 318
2013
Q4 		$41K Hold
1,000
– – 0.04% 300
2013
Q3 		$34K Hold
1,000
– – 0.03% 310
2013
Q2 		$30K Buy
+1,000
New +$28.4K 0.03% 318

Other funds holding KAI

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Winifred I. Li's KAI Position: Q4 2014 in Review

Winifred I. Li held its Kadant (KAI) position steady in Q4 2014 at 1,000 shares worth $43K. The position accounts for 0.04% of the portfolio, ranked #307.

Winifred I. Li first reported a position in KAI in Q2 2013 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold KAI as of Q4 2014.

  • Winifred I. Li held 1,000 shares of Kadant worth $43K as of Q4 2014.
  • Winifred I. Li left its Kadant share count unchanged in Q4 2014.
  • Kadant made up 0.04% of Winifred I. Li's portfolio in Q4 2014, its #307 holding.
  • Winifred I. Li first reported a position in Kadant in Q2 2013 and has held it in 7 quarters since.
  • 129 funds tracked by Wall St. Rank held Kadant as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.