BPM
KE

Bowling Portfolio Management’s Kimball Electronics KE Stock Holding History

Bowling Portfolio Management’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
2020
Q4 		– Sell
-20,998
Closed -$243K – 306
2020
Q3 		$243K Sell
20,998
-22,673
-52% -$297K 0.05% 335
2020
Q2 		$591K Hold
43,671
– – 0.13% 215
2020
Q1 		$477K Buy
+43,671
New +$651K 0.12% 242
2018
Q2 		– Sell
-104,523
Closed -$1.69M – 364
2018
Q1 		$1.69M Buy
104,523
+15,609
+18% +$281K 0.23% 165
2017
Q4 		$1.62M Buy
88,914
+40,275
+83% +$831K 0.22% 169
2017
Q3 		$1.05M Sell
48,639
-303
-0.6% -$5.86K 0.16% 215
2017
Q2 		$883K Buy
48,942
+6,373
+15% +$110K 0.13% 228
2017
Q1 		$722K Buy
+42,569
New +$710K 0.12% 204

Other funds holding KE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return