ZIM
KAI icon

Zacks Investment Management’s Kadant KAI Stock Holding History

Zacks Investment 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
Q1 		– Sell
-35,278
Closed -$2.87M – 571
2018
Q4 		$2.87M Sell
35,278
-4,138
-10% -$387K 0.07% 183
2018
Q3 		$4.25M Buy
39,416
+364
+0.9% +$36.2K 0.09% 170
2018
Q2 		$3.75M Sell
39,052
-361
-0.9% -$34.7K 0.08% 178
2018
Q1 		$3.72M Sell
39,413
-1,377
-3% -$135K 0.08% 175
2017
Q4 		$4.09M Buy
40,790
+1,219
+3% +$124K 0.09% 171
2017
Q3 		$3.9M Buy
39,571
+2,024
+5% +$172K 0.09% 160
2017
Q2 		$2.82M Buy
37,547
+27,578
+277% +$1.92M 0.07% 182
2017
Q1 		$592K Sell
9,969
-11,097
-53% -$674K 0.02% 446
2016
Q4 		$1.29M Buy
21,066
+37
+0.2% +$2.13K 0.04% 282
2016
Q3 		$1.1M Buy
21,029
+2,116
+11% +$113K 0.03% 312
2016
Q2 		$974K Buy
+18,913
New +$914K 0.03% 323
2015
Q2 		– Sell
-17,252
Closed -$908K – 677
2015
Q1 		$908K Buy
+17,252
New +$762K 0.03% 308
2014
Q4 		– Sell
-13,744
Closed -$537K – 691
2014
Q3 		$537K Hold
13,744
– – 0.02% 387
2014
Q2 		$528K Sell
13,744
-736
-5% -$27.3K 0.02% 406
2014
Q1 		$528K Buy
+14,480
New +$548K 0.02% 379

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Zacks Investment Management's KAI Position: Q1 2019 in Review

Zacks Investment Management sold out of Kadant (KAI) in Q1 2019, closing a stake of 35,278 shares — an estimated $2.87M sold.

Zacks Investment Management first reported a position in KAI in Q1 2014 and held it in 15 quarters. The position peaked at $4.25M in Q3 2018. 173 funds tracked by Wall St. Rank hold KAI as of Q1 2019.

  • Zacks Investment Management reported no remaining Kadant position as of Q1 2019 after selling out during the quarter.
  • Zacks Investment Management sold 35,278 Kadant shares in Q1 2019, an estimated $2.87M.
  • Zacks Investment Management first reported a position in Kadant in Q1 2014 and held it in 15 quarters.
  • Zacks Investment Management's Kadant position peaked at $4.25M in Q3 2018.
  • 173 funds tracked by Wall St. Rank held Kadant as of Q1 2019.

Based on Zacks Investment Management's 13F filing for Q1 2019, filed 15 May 2019.