AG
KE

Algert Global’s Kimball Electronics KE Stock Holding History

Algert Global’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
2024
Q3 		– Sell
-28,634
Closed -$629K – 1386
2024
Q2 		$629K Sell
28,634
-4,996
-15% -$109K 0.02% 822
2024
Q1 		$728K Sell
33,630
-1,560
-4% -$35.3K 0.03% 694
2023
Q4 		$948K Buy
35,190
+3,930
+13% +$101K 0.04% 631
2023
Q3 		$856K Buy
+31,260
New +$894K 0.04% 599
2020
Q1 		– Sell
-16,525
Closed -$290K – 468
2019
Q4 		$290K Sell
16,525
-3,633
-18% -$59.7K 0.09% 267
2019
Q3 		$292K Hold
20,158
– – 0.11% 225
2019
Q2 		$327K Sell
20,158
-3,343
-14% -$51.8K 0.12% 213
2019
Q1 		$364K Sell
23,501
-106,724
-82% -$1.72M 0.21% 165
2018
Q4 		$2.02M Sell
130,225
-71,810
-36% -$1.26M 0.56% 41
2018
Q3 		$3.97M Sell
202,035
-12,306
-6% -$242K 0.86% 14
2018
Q2 		$3.92M Buy
214,341
+54,574
+34% +$975K 0.81% 11
2018
Q1 		$2.58M Buy
159,767
+92,597
+138% +$1.66M 0.5% 70
2017
Q4 		$1.23M Buy
67,170
+6,110
+10% +$126K 0.29% 146
2017
Q3 		$1.32M Buy
61,060
+18,430
+43% +$356K 0.3% 148
2017
Q2 		$769K Buy
42,630
+31,003
+267% +$534K 0.22% 178
2017
Q1 		$197K Buy
+11,627
New +$194K 0.05% 288

Other funds holding KE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Algert Global's KE Position: Q3 2024 in Review

Algert Global sold out of Kimball Electronics (KE) in Q3 2024, closing a stake of 28,634 shares — an estimated $629K sold.

Algert Global first reported a position in KE in Q1 2017 and held it in 16 quarters. The position peaked at $3.97M in Q3 2018. 156 funds tracked by Wall St. Rank hold KE as of Q3 2024.

  • Algert Global reported no remaining Kimball Electronics position as of Q3 2024 after selling out during the quarter.
  • Algert Global sold 28,634 Kimball Electronics shares in Q3 2024, an estimated $629K.
  • Algert Global first reported a position in Kimball Electronics in Q1 2017 and held it in 16 quarters.
  • Algert Global's Kimball Electronics position peaked at $3.97M in Q3 2018.
  • 156 funds tracked by Wall St. Rank held Kimball Electronics as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.