LKCM Small-Mid Cap Equity Fund KAI Holdings History
Number of Shares
1,249.00
Current Holdings Value*
$420,800.00
% of Portfolio
1.2%
Total Estimate Gain
$326,265.08
% of Total Estimate Gain
53.02%
LKCM Small-Mid Cap Equity Fund's Kadant Inc Holding Summary
As of 2025-03-31, LKCM Funds held 1,249.00 shares of Kadant Inc(KAI), totaling $420,800.00. This investment constitutes 1.2% of their stock portfolio, and LKCM Funds now holds 0.01% of the outstanding Kadant Inc(KAI) stock.
The initial trade took place in 2023Q2. And since then LKCM Small-Mid Cap Equity Fund has made 3 purchases of KAI, at an average price of $219.69, for a total of 2,801.00 shares. In addition, there have been 3 sales at an average price of $336.74 for 1,552.00 shares. Based on historical transaction data and KAI's current price of $335.46, LKCM Small-Mid Cap Equity Fund's estimated gain on his KAI holdings is $326,265.08, reflecting a 53.02% gain to date.
LKCM Small-Mid Cap Equity Fund KAI ($335.46) Holding Chart
LKCM Small-Mid Cap Equity Fund KAI ($335.46) 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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