Covestor’s Kimball Electronics KE Stock Holding History

Covestor’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
2026 Q1	$7K	Buy	306 +17	+6%	+$449	﹤0.01%	1661
2025 Q4	$8K	Buy	289 +231	+398%	+$6.67K	﹤0.01%	1712
2025 Q3	$2K	Sell	58 -25	-30%	-$616	﹤0.01%	1960
2025 Q2	$2K	Buy	83 +15	+22%	+$251	﹤0.01%	1855
2025 Q1	$1K	Sell	68 -22	-24%	-$389	﹤0.01%	2015
2024 Q4	$2K	Buy	90 +25	+38%	+$469	﹤0.01%	1894
2024 Q3	$1K	Buy	65 +7	+12%	+$140	﹤0.01%	2017
2024 Q2	$1K	Buy	58 +4	+7%	+$87	﹤0.01%	2034
2024 Q1	$1K	Sell	54 -3	-5%	-$68	﹤0.01%	2011
2023 Q4	$2K	Sell	57 -5	-8%	-$129	﹤0.01%	1861
2023 Q3	$2K	Sell	62 -25	-29%	-$715	﹤0.01%	1827
2023 Q2	$2K	Sell	87 -119	-58%	-$2.82K	﹤0.01%	1841
2023 Q1	$5K	Sell	206 -50	-20%	-$1.22K	﹤0.01%	1566
2022 Q4	$6K	Sell	256 -40	-14%	-$857	﹤0.01%	1519
2022 Q3	$5K	Buy	296 +3	+1%	+$61	﹤0.01%	1495
2022 Q2	$6K	Buy	293 +261	+816%	+$4.91K	﹤0.01%	1364
2022 Q1	$1K	Sell	32 -137	-81%	-$2.65K	﹤0.01%	1865
2021 Q4	$4K	Buy	+169	New	+$4.24K	0.01%	1398

Other funds holding KE

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return