AG
KE

Aperio Group’s Kimball Electronics KE Stock Holding History

Aperio Group’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
2019
Q3 		– Sell
-20,441
Closed -$332K – 2534
2019
Q2 		$332K Sell
20,441
-637
-3% -$9.88K ﹤0.01% 1981
2019
Q1 		$326K Buy
21,078
+2,934
+16% +$47.2K ﹤0.01% 1965
2018
Q4 		$281K Buy
18,144
+4,122
+29% +$72.6K ﹤0.01% 1972
2018
Q3 		$276K Buy
14,022
+1,357
+11% +$26.7K ﹤0.01% 2053
2018
Q2 		$232K Sell
12,665
-4,680
-27% -$83.6K ﹤0.01% 2118
2018
Q1 		$280K Buy
17,345
+627
+4% +$11.3K ﹤0.01% 1983
2017
Q4 		$305K Buy
16,718
+2,771
+20% +$57.2K ﹤0.01% 1933
2017
Q3 		$302K Buy
13,947
+152
+1% +$2.94K ﹤0.01% 1915
2017
Q2 		$249K Buy
13,795
+2,399
+21% +$41.3K ﹤0.01% 1997
2017
Q1 		$193K Buy
11,396
+822
+8% +$13.7K ﹤0.01% 2045
2016
Q4 		$192K Buy
+10,574
New +$170K ﹤0.01% 2016

Other funds holding KE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aperio Group's KE Position: Q3 2019 in Review

Aperio Group sold out of Kimball Electronics (KE) in Q3 2019, closing a stake of 20,441 shares — an estimated $332K sold.

Aperio Group first reported a position in KE in Q4 2016 and held it in 11 quarters. The position peaked at $332K in Q2 2019. 114 funds tracked by Wall St. Rank hold KE as of Q3 2019.

  • Aperio Group reported no remaining Kimball Electronics position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 20,441 Kimball Electronics shares in Q3 2019, an estimated $332K.
  • Aperio Group first reported a position in Kimball Electronics in Q4 2016 and held it in 11 quarters.
  • Aperio Group's Kimball Electronics position peaked at $332K in Q2 2019.
  • 114 funds tracked by Wall St. Rank held Kimball Electronics as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.