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KVHI icon

Covestor’s KVH Industries KVHI Stock Holding History

Covestor’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-26
Closed – – 2433
2023
Q3 		$0 Buy
+26
New +$176 ﹤0.01% 2415

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return

Covestor's KVHI Position: Q4 2023 in Review

Covestor sold out of KVH Industries (KVHI) in Q4 2023, closing a stake of 26 shares.

Covestor first reported a position in KVHI in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 69 funds tracked by Wall St. Rank hold KVHI as of Q4 2023.

  • Covestor reported no remaining KVH Industries position as of Q4 2023 after selling out during the quarter.
  • Covestor sold 26 KVH Industries shares in Q4 2023.
  • Covestor first reported a position in KVH Industries in Q3 2023 and held it in 1 quarter.
  • Covestor's KVH Industries position peaked at $0 in Q3 2023.
  • 69 funds tracked by Wall St. Rank held KVH Industries as of Q4 2023.

Based on Covestor's 13F filing for Q4 2023, filed 9 Feb 2024.