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Ziegler Capital Management’s Kadant KAI Stock Holding History

Ziegler 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
2024
Q1 		$15.2M Buy
46,326
+30,183
+187% +$9.1M 0.58% 33
2023
Q4 		$4.53M Sell
16,143
-33,370
-67% -$8.35M 0.21% 111
2023
Q3 		$11.2M Sell
49,513
-141
-0.3% -$30.5K 0.45% 65
2023
Q2 		$11M Sell
49,654
-11,050
-18% -$2.21M 0.42% 71
2023
Q1 		$12.7M Sell
60,704
-1,353
-2% -$275K 0.5% 51
2022
Q4 		$11M Sell
62,057
-1,624
-3% -$289K 0.46% 66
2022
Q3 		$10.6M Sell
63,681
-1,578
-2% -$294K 0.47% 66
2022
Q2 		$11.9M Sell
65,259
-857
-1% -$160K 0.49% 50
2022
Q1 		$12.8M Sell
66,116
-1,556
-2% -$318K 0.54% 62
2021
Q4 		$15.6M Sell
67,672
-1,135
-2% -$253K 0.56% 51
2021
Q3 		$14M Buy
68,807
+43,243
+169% +$8.52M 0.51% 56
2021
Q2 		$12.2M Sell
25,564
-46,310
-64% -$8.15M 0.41% 88
2021
Q1 		$13.3M Sell
71,874
-1,766
-2% -$283K 0.42% 81
2020
Q4 		$10.4M Buy
73,640
+1,592
+2% +$203K 0.34% 106
2020
Q3 		$7.9M Sell
72,048
-2,690
-4% -$305K 0.3% 108
2020
Q2 		$7.45M Sell
74,738
-5,729
-7% -$510K 0.24% 140
2020
Q1 		$6.01M Buy
+80,467
New +$7.62M 0.16% 174

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ziegler Capital Management's KAI Position: Q1 2024 in Review

Ziegler Capital Management increased its Kadant (KAI) stake by 187% in Q1 2024, buying an estimated $9.1M and bringing the position to 46,326 shares worth $15.2M. The position accounts for 0.58% of the portfolio, ranked #33.

Ziegler Capital Management first reported a position in KAI in Q1 2020 and has held it in 17 quarters since. The position peaked at $15.6M in Q4 2021. 260 funds tracked by Wall St. Rank hold KAI as of Q1 2024.

  • Ziegler Capital Management held 46,326 shares of Kadant worth $15.2M as of Q1 2024.
  • Ziegler Capital Management bought 30,183 Kadant shares in Q1 2024, an estimated $9.1M.
  • Kadant made up 0.58% of Ziegler Capital Management's portfolio in Q1 2024, its #33 holding.
  • Ziegler Capital Management first reported a position in Kadant in Q1 2020 and has held it in 17 quarters since.
  • Ziegler Capital Management's Kadant position peaked at $15.6M in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Kadant as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.