AG
KVHI icon

Algert Global’s KVH Industries KVHI Stock Holding History

Algert Global’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,160
Closed -$103K – 1209
2022
Q3 		$103K Hold
11,160
– – 0.01% 1105
2022
Q2 		$97K Buy
+11,160
New +$90.8K 0.01% 1117
2017
Q2 		– Sell
-10,197
Closed -$86K – 328
2017
Q1 		$86K Buy
+10,197
New +$99.6K 0.02% 311
2014
Q1 		– Sell
-13,001
Closed -$169K – 342
2013
Q4 		$169K Sell
13,001
-27,994
-68% -$379K 0.05% 328
2013
Q3 		$566K Buy
+40,995
New +$560K 0.16% 189

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return