DF Dent Small Cap Growth Fund KAI Holdings History
DF Dent Small Cap Growth Fund's Kadant Inc Holding Summary
As of 2025-03-31, FORUM FUNDS held 5,625.00 shares of Kadant Inc(KAI), totaling $1.90 Mil. This investment constitutes 1.09% of their stock portfolio, and FORUM FUNDS now holds 0.05% of the outstanding Kadant Inc(KAI) stock.
The initial trade took place in 2022Q3. And since then DF Dent Small Cap Growth Fund has made 8 purchases of KAI, at an average price of $245.38, for a total of 18,227.00 shares. In addition, there have been 3 sales at an average price of $333.16 for 12,602.00 shares. Based on historical transaction data and KAI's current price of $333.70, DF Dent Small Cap Growth Fund's estimated gain on his KAI holdings is $1.60 Mil, reflecting a 35.84% gain to date.
DF Dent Small Cap Growth Fund KAI ($333.70) Holding Chart
DF Dent Small Cap Growth Fund KAI ($333.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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