CFGS
KE

Concourse Financial Group Securities’s Kimball Electronics KE Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-202
Closed -$3.86K – 1142
2024
Q4 		$3.86K Sell
202
-125
-38% -$2.35K ﹤0.01% 1930
2024
Q3 		$6.05K Sell
327
-64
-16% -$1.28K ﹤0.01% 1816
2024
Q2 		$8.59K Hold
391
– – ﹤0.01% 1723
2024
Q1 		$8.46K Buy
391
+17
+5% +$384 ﹤0.01% 1757
2023
Q4 		$10.1K Sell
374
-32
-8% -$825 ﹤0.01% 1680
2023
Q3 		$11.1K Sell
406
-17
-4% -$486 ﹤0.01% 1615
2023
Q2 		$11.7K Buy
423
+39
+10% +$923 ﹤0.01% 1603
2023
Q1 		$9.25K Sell
384
-45
-10% -$1.1K ﹤0.01% 1682
2022
Q4 		$9.69K Hold
429
– – ﹤0.01% 1661
2022
Q3 		$7K Buy
429
+54
+14% +$1.1K ﹤0.01% 1568
2022
Q2 		$8K Buy
375
+76
+25% +$1.43K ﹤0.01% 1729
2022
Q1 		$6K Buy
299
+63
+27% +$1.22K ﹤0.01% 1816
2021
Q4 		$5K Sell
236
-19
-7% -$476 ﹤0.01% 2039
2021
Q3 		$7K Buy
+255
New +$5.83K ﹤0.01% 1987

Other funds holding KE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Concourse Financial Group Securities's KE Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Kimball Electronics (KE) in Q1 2025, closing a stake of 202 shares — an estimated $3.86K sold.

Concourse Financial Group Securities first reported a position in KE in Q3 2021 and held it in 14 quarters. The position peaked at $11.7K in Q2 2023. 164 funds tracked by Wall St. Rank hold KE as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Kimball Electronics position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 202 Kimball Electronics shares in Q1 2025, an estimated $3.86K.
  • Concourse Financial Group Securities first reported a position in Kimball Electronics in Q3 2021 and held it in 14 quarters.
  • Concourse Financial Group Securities's Kimball Electronics position peaked at $11.7K in Q2 2023.
  • 164 funds tracked by Wall St. Rank held Kimball Electronics as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.