Crewe Advisors’s Kimball Electronics KE Stock Holding History

Crewe Advisors’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
2023 Q3	–	Sell	-5	Closed	-$139	–	755
2023 Q2	$139	Buy	+5	New	+$118	﹤0.01%	785

Other funds holding KE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Crewe Advisors's KE Position: Q3 2023 in Review

Crewe Advisors sold out of Kimball Electronics (KE) in Q3 2023, closing a stake of 5 shares — an estimated $139 sold.

Crewe Advisors first reported a position in KE in Q2 2023 and held it in 1 quarter. The position peaked at $139 in Q2 2023. 149 funds tracked by Wall St. Rank hold KE as of Q3 2023.

Crewe Advisors reported no remaining Kimball Electronics position as of Q3 2023 after selling out during the quarter.
Crewe Advisors sold 5 Kimball Electronics shares in Q3 2023, an estimated $139.
Crewe Advisors first reported a position in Kimball Electronics in Q2 2023 and held it in 1 quarter.
Crewe Advisors's Kimball Electronics position peaked at $139 in Q2 2023.
149 funds tracked by Wall St. Rank held Kimball Electronics as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.