Glassman Wealth Services’s Kimball Electronics KE Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-8	Closed	-$216	–	1024
2023 Q4	$216	Hold	8	–	–	﹤0.01%	1881
2023 Q3	$219	Hold	8	–	–	﹤0.01%	1873
2023 Q2	$221	Hold	8	–	–	﹤0.01%	1793
2023 Q1	$193	Hold	8	–	–	﹤0.01%	1809
2022 Q4	$181	Hold	8	–	–	﹤0.01%	1820
2022 Q3	$0	Buy	+8	New	+$163	﹤0.01%	1837
2022 Q1	–	Sell	-11	Closed	–	–	1803
2021 Q4	$0	Hold	11	–	–	﹤0.01%	1774
2021 Q3	$0	Buy	+11	New	+$251	﹤0.01%	1712
2021 Q2	–	Sell	-5	Closed	–	–	1558
2021 Q1	$0	Buy	+5	New	+$114	﹤0.01%	1524
2020 Q1	–	Sell	-15	Closed	–	–	1348
2019 Q4	$0	Buy	+15	New	+$247	﹤0.01%	1331
2019 Q3	–	Sell	-16	Closed	–	–	1215
2019 Q2	$0	Buy	+16	New	+$248	﹤0.01%	1223

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

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 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

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

Glassman Wealth Services's KE Position: Q1 2024 in Review

Glassman Wealth Services sold out of Kimball Electronics (KE) in Q1 2024, closing a stake of 8 shares — an estimated $216 sold.

Glassman Wealth Services first reported a position in KE in Q2 2019 and held it in 11 quarters. The position peaked at $221 in Q2 2023. 143 funds tracked by Wall St. Rank hold KE as of Q1 2024.

Glassman Wealth Services reported no remaining Kimball Electronics position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 8 Kimball Electronics shares in Q1 2024, an estimated $216.
Glassman Wealth Services first reported a position in Kimball Electronics in Q2 2019 and held it in 11 quarters.
Glassman Wealth Services's Kimball Electronics position peaked at $221 in Q2 2023.
143 funds tracked by Wall St. Rank held Kimball Electronics as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.