E
KVHI icon

Ergoteles’s KVH Industries KVHI Stock Holding History

Ergoteles’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
2022
Q4 		– Sell
-30,718
Closed -$283K – 1688
2022
Q3 		$283K Sell
30,718
-35,882
-54% -$324K 0.01% 1009
2022
Q2 		$579K Buy
+66,600
New +$542K 0.02% 777
2021
Q3 		– Sell
-18,000
Closed -$221K – 1464
2021
Q2 		$221K Buy
+18,000
New +$243K 0.01% 1222

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ergoteles's KVHI Position: Q4 2022 in Review

Ergoteles sold out of KVH Industries (KVHI) in Q4 2022, closing a stake of 30,718 shares — an estimated $283K sold.

Ergoteles first reported a position in KVHI in Q2 2021 and held it in 3 quarters. The position peaked at $579K in Q2 2022. 58 funds tracked by Wall St. Rank hold KVHI as of Q4 2022.

  • Ergoteles reported no remaining KVH Industries position as of Q4 2022 after selling out during the quarter.
  • Ergoteles sold 30,718 KVH Industries shares in Q4 2022, an estimated $283K.
  • Ergoteles first reported a position in KVH Industries in Q2 2021 and held it in 3 quarters.
  • Ergoteles's KVH Industries position peaked at $579K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held KVH Industries as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.