BRF
KVHI icon

B. Riley Financial’s KVH Industries KVHI Stock Holding History

B. Riley Financial’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
Q1 		– Sell
-43,631
Closed -$401K – 50
2021
Q4 		$401K Buy
+43,631
New +$438K 0.05% 35
2021
Q2 		– Sell
-201,015
Closed -$2.55M – 35
2021
Q1 		$2.55M Buy
+201,015
New +$2.67M 0.31% 19
2020
Q2 		– Sell
-12,500
Closed -$118K – 25
2020
Q1 		$118K Buy
+12,500
New +$128K 0.08% 27
2019
Q4 		– Sell
-62,500
Closed -$666K – 45
2019
Q3 		$666K Buy
62,500
+37,500
+150% +$372K 0.39% 27
2019
Q2 		$272K Hold
25,000
– – 0.18% 30
2019
Q1 		$255K Buy
+25,000
New +$274K 0.16% 69

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
PCM
Potomac Capital Management New York $114M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return