Forvis Mazars Wealth Advisors’s Kimball Electronics KE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-167,121
| Closed | -$3.13M | – | 411 |
|
|
2024
Q4 | $3.13M | Sell |
167,121
-6,185
| -4% | -$116K | 0.07% | 126 |
|
|
2024
Q3 | $3.21M | Buy |
+173,306
| New | +$3.47M | 0.07% | 126 |
|
|
2023
Q3 | – | Sell |
-194,806
| Closed | -$5.38M | – | 398 |
|
|
2023
Q2 | $5.38M | Sell |
194,806
-30,000
| -13% | -$710K | 0.16% | 91 |
|
|
2023
Q1 | $5.42M | Sell |
224,806
-48,848
| -18% | -$1.19M | 0.18% | 78 |
|
|
2022
Q4 | $6.18M | Sell |
273,654
-20,000
| -7% | -$429K | 0.22% | 74 |
|
|
2022
Q3 | $5.04M | Sell |
293,654
-51,500
| -15% | -$1.05M | 0.2% | 74 |
|
|
2022
Q2 | $6.94M | Sell |
345,154
-7,725
| -2% | -$145K | 0.28% | 56 |
|
|
2022
Q1 | $7.05M | Sell |
352,879
-5,850
| -2% | -$113K | 0.3% | 40 |
|
|
2021
Q4 | $7.8M | Buy |
358,729
+88,425
| +33% | +$2.22M | 0.33% | 37 |
|
|
2021
Q3 | $6.97M | Sell |
270,304
-14,750
| -5% | -$337K | 0.32% | 38 |
|
|
2021
Q2 | $6.2M | Buy |
285,054
+1,456
| +0.5% | +$32.8K | 0.29% | 41 |
|
|
2021
Q1 | $7.32M | Sell |
283,598
-67,467
| -19% | -$1.54M | 0.36% | 34 |
|
|
2020
Q4 | $5.61M | Sell |
351,065
-17,577
| -5% | -$249K | 0.28% | 44 |
|
|
2020
Q3 | $4.26M | Hold |
368,642
| – | – | 0.25% | 52 |
|
|
2020
Q2 | $4.99M | Hold |
368,642
| – | – | 0.32% | 43 |
|
|
2020
Q1 | $4.03M | Hold |
368,642
| – | – | 0.33% | 42 |
|
|
2019
Q4 | $6.47M | Hold |
368,642
| – | – | 0.47% | 25 |
|
|
2019
Q3 | $5.35M | Hold |
368,642
| – | – | 0.43% | 30 |
|
|
2019
Q2 | $5.99M | Hold |
368,642
| – | – | 0.49% | 23 |
|
|
2019
Q1 | $5.71M | Buy |
+368,642
| New | +$5.93M | 0.47% | 26 |
|
|
2018
Q4 | – | Sell |
-368,642
| Closed | -$7.24M | – | 236 |
|
|
2018
Q3 | $7.24M | Sell |
368,642
-369
| -0.1% | -$7.26K | 0.63% | 19 |
|
|
2018
Q2 | $6.75M | Hold |
369,011
| – | – | 0.66% | 18 |
|
|
2018
Q1 | $5.96M | Buy |
+369,011
| New | +$6.63M | 0.6% | 20 |
|
|
2017
Q3 | – | Sell |
-405,749
| Closed | -$7.32M | – | 228 |
|
|
2017
Q2 | $7.32M | Buy |
+405,749
| New | +$6.99M | 0.83% | 16 |
|
|
2016
Q3 | – | Sell |
-480,478
| Closed | -$5.98M | – | 194 |
|
|
2016
Q2 | $5.98M | Buy |
480,478
+455,404
| +1,816% | +$5.15M | 0.89% | 17 |
|
|
2016
Q1 | $280K | Hold |
25,074
| – | – | 0.04% | 144 |
|
|
2015
Q4 | $276K | Sell |
25,074
-1,749
| -7% | -$20K | 0.04% | 152 |
|
|
2015
Q3 | $320K | Hold |
26,823
| – | – | 0.06% | 133 |
|
|
2015
Q2 | $391K | Buy |
+26,823
| New | +$387K | 0.06% | 119 |
|
Other funds holding KE
N
Forvis Mazars Wealth Advisors's KE Position: Q1 2025 in Review
Forvis Mazars Wealth Advisors sold out of Kimball Electronics (KE) in Q1 2025, closing a stake of 167,121 shares — an estimated $3.13M sold.
Forvis Mazars Wealth Advisors first reported a position in KE in Q2 2015 and held it in 29 quarters. The position peaked at $7.8M in Q4 2021. 164 funds tracked by Wall St. Rank hold KE as of Q1 2025.
- Forvis Mazars Wealth Advisors reported no remaining Kimball Electronics position as of Q1 2025 after selling out during the quarter.
- Forvis Mazars Wealth Advisors sold 167,121 Kimball Electronics shares in Q1 2025, an estimated $3.13M.
- Forvis Mazars Wealth Advisors first reported a position in Kimball Electronics in Q2 2015 and held it in 29 quarters.
- Forvis Mazars Wealth Advisors's Kimball Electronics position peaked at $7.8M in Q4 2021.
- 164 funds tracked by Wall St. Rank held Kimball Electronics as of Q1 2025.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.