CPG
KE

Custom Portfolio Group’s Kimball Electronics KE Stock Holding History

Custom Portfolio Group’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
2024
Q2 		$1.65K Hold
75
– – ﹤0.01% 222
2024
Q1 		$1.62K Hold
75
– – ﹤0.01% 222
2023
Q4 		$2.02K Buy
+75
New +$1.93K ﹤0.01% 211

Other funds holding KE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Custom Portfolio Group's KE Position: Q2 2024 in Review

Custom Portfolio Group held its Kimball Electronics (KE) position steady in Q2 2024 at 75 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Custom Portfolio Group first reported a position in KE in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.02K in Q4 2023. 148 funds tracked by Wall St. Rank hold KE as of Q2 2024.

  • Custom Portfolio Group held 75 shares of Kimball Electronics worth $1.65K as of Q2 2024.
  • Custom Portfolio Group left its Kimball Electronics share count unchanged in Q2 2024.
  • Kimball Electronics made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #222 holding.
  • Custom Portfolio Group first reported a position in Kimball Electronics in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Kimball Electronics position peaked at $2.02K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.