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 $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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Bowling Portfolio Management's KE Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Kimball Electronics (KE) in Q4 2020, closing a stake of 20,998 shares — an estimated $243K sold.

Bowling Portfolio Management first reported a position in KE in Q1 2017 and held it in 8 quarters. The position peaked at $1.69M in Q1 2018. 122 funds tracked by Wall St. Rank hold KE as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Kimball Electronics position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 20,998 Kimball Electronics shares in Q4 2020, an estimated $243K.
  • Bowling Portfolio Management first reported a position in Kimball Electronics in Q1 2017 and held it in 8 quarters.
  • Bowling Portfolio Management's Kimball Electronics position peaked at $1.69M in Q1 2018.
  • 122 funds tracked by Wall St. Rank held Kimball Electronics as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.