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Yarbrough Capital’s Kadant KAI Stock Holding History

Yarbrough Capital’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
2024
Q4 		– Sell
-1,724
Closed -$583K – 202
2024
Q3 		$583K Hold
1,724
– – 0.02% 127
2024
Q2 		$506K Hold
1,724
– – 0.02% 128
2024
Q1 		$566K Hold
1,724
– – 0.02% 123
2023
Q4 		$483K Hold
1,724
– – 0.03% 135
2023
Q3 		$389K Sell
1,724
-1,682
-49% -$364K 0.02% 147
2023
Q2 		$756K Hold
3,406
– – 0.04% 107
2023
Q1 		$710K Buy
3,406
+1,724
+102% +$350K 0.06% 105
2022
Q4 		$299K Hold
1,682
– – 0.02% 144
2022
Q3 		$281K Hold
1,682
– – 0.02% 164
2022
Q2 		$307K Sell
1,682
-350
-17% -$65.2K 0.02% 145
2022
Q1 		$395K Buy
2,032
+350
+21% +$71.6K 0.02% 168
2021
Q4 		$388K Buy
+1,682
New +$375K 0.02% 161

Other funds holding KAI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Yarbrough Capital's KAI Position: Q4 2024 in Review

Yarbrough Capital sold out of Kadant (KAI) in Q4 2024, closing a stake of 1,724 shares — an estimated $583K sold.

Yarbrough Capital first reported a position in KAI in Q4 2021 and held it in 12 quarters. The position peaked at $756K in Q2 2023. 291 funds tracked by Wall St. Rank hold KAI as of Q4 2024.

  • Yarbrough Capital reported no remaining Kadant position as of Q4 2024 after selling out during the quarter.
  • Yarbrough Capital sold 1,724 Kadant shares in Q4 2024, an estimated $583K.
  • Yarbrough Capital first reported a position in Kadant in Q4 2021 and held it in 12 quarters.
  • Yarbrough Capital's Kadant position peaked at $756K in Q2 2023.
  • 291 funds tracked by Wall St. Rank held Kadant as of Q4 2024.

Based on Yarbrough Capital's 13F filing for Q4 2024, filed 15 Jan 2025.