Bell Investment Advisors’s KE Holdings BEKE Stock Holding History

Bell Investment Advisors’s Portfolio BEKE Stock Details BEKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.76K	Sell	251 -926	-79%	-$15.9K	﹤0.01%	1092
2025 Q4	$18.6K	Buy	1,177 +923	+363%	+$15.9K	﹤0.01%	470
2025 Q3	$4.83K	Buy	254 +133	+110%	+$2.49K	﹤0.01%	954
2025 Q2	$2.15K	Buy	121 +75	+163%	+$1.44K	﹤0.01%	1344
2025 Q1	$925	Hold	46	–	–	﹤0.01%	1575
2024 Q4	$848	Hold	46	–	–	﹤0.01%	1628
2024 Q3	$916	Hold	46	–	–	﹤0.01%	1619
2024 Q2	$651	Sell	46 -137	-75%	-$2.15K	﹤0.01%	1728
2024 Q1	$2.51K	Sell	183 -37	-17%	-$517	﹤0.01%	1248
2023 Q4	$3.57K	Sell	220 -5	-2%	-$77	﹤0.01%	1063
2023 Q3	$3.49K	Sell	225 -52	-19%	-$826	﹤0.01%	1000
2023 Q2	$4.11K	Sell	277 -18	-6%	-$294	﹤0.01%	920
2023 Q1	$5.56K	Buy	295 +81	+38%	+$1.5K	﹤0.01%	729
2022 Q4	$2.99K	Sell	214 -30	-12%	-$417	﹤0.01%	1069
2022 Q3	$4K	Buy	244 +33	+16%	+$534	﹤0.01%	754
2022 Q2	$4K	Buy	+211	New	+$2.97K	﹤0.01%	771
2021 Q4	$1K	Buy	35 +5	+17%	+$102	﹤0.01%	1349
2021 Q3	$1K	Buy	+30	New	+$731	﹤0.01%	1279

Other funds holding BEKE

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

H Capital V GP Grand Cayman, Cayman Islands $74.1M AUM 25.49% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return