AL
KE

AJO LP’s Kimball Electronics KE Stock Holding History

AJO LP’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-35,750
Closed -$413K – 473
2020
Q3 		$413K Buy
35,750
+27,393
+328% +$359K ﹤0.01% 555
2020
Q2 		$113K Sell
8,357
-9,517
-53% -$122K ﹤0.01% 615
2020
Q1 		$195K Sell
17,874
-1,992
-10% -$29.7K ﹤0.01% 562
2019
Q4 		$348K Buy
+19,866
New +$327K ﹤0.01% 479
2019
Q2 		– Sell
-245,816
Closed -$3.81M – 695
2019
Q1 		$3.81M Sell
245,816
-2,198
-0.9% -$35.4K 0.02% 375
2018
Q4 		$3.84M Sell
248,014
-3,525
-1% -$62.1K 0.02% 356
2018
Q3 		$4.94M Sell
251,539
-19,171
-7% -$377K 0.02% 360
2018
Q2 		$4.95M Hold
270,710
– – 0.02% 346
2018
Q1 		$4.37M Sell
270,710
-11,341
-4% -$204K 0.02% 350
2017
Q4 		$5.15M Buy
282,051
+1,098
+0.4% +$22.7K 0.02% 323
2017
Q3 		$6.08M Buy
280,953
+66,059
+31% +$1.28M 0.03% 294
2017
Q2 		$3.88M Buy
+214,894
New +$3.7M 0.02% 342

Other funds holding KE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

AJO LP's KE Position: Q4 2020 in Review

AJO LP sold out of Kimball Electronics (KE) in Q4 2020, closing a stake of 35,750 shares — an estimated $413K sold.

AJO LP first reported a position in KE in Q2 2017 and held it in 12 quarters. The position peaked at $6.08M in Q3 2017. 122 funds tracked by Wall St. Rank hold KE as of Q4 2020.

  • AJO LP reported no remaining Kimball Electronics position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 35,750 Kimball Electronics shares in Q4 2020, an estimated $413K.
  • AJO LP first reported a position in Kimball Electronics in Q2 2017 and held it in 12 quarters.
  • AJO LP's Kimball Electronics position peaked at $6.08M in Q3 2017.
  • 122 funds tracked by Wall St. Rank held Kimball Electronics as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.