Jacobs Levy Equity Management
KE

Jacobs Levy Equity Management’s Kimball Electronics KE Stock Holding History

Jacobs Levy Equity Management’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
Q2 		– Sell
-28,743
Closed -$693K – 1030
2023
Q1 		$693K Sell
28,743
-4,844
-14% -$118K ﹤0.01% 759
2022
Q4 		$759K Sell
33,587
-14,791
-31% -$317K 0.01% 721
2022
Q3 		$830K Sell
48,378
-23,673
-33% -$483K 0.01% 742
2022
Q2 		$1.45M Sell
72,051
-14,848
-17% -$280K 0.01% 674
2022
Q1 		$1.74M Sell
86,899
-25,832
-23% -$501K 0.01% 648
2021
Q4 		$2.45M Buy
112,731
+18,943
+20% +$475K 0.02% 579
2021
Q3 		$2.42M Sell
93,788
-177
-0.2% -$4.04K 0.02% 573
2021
Q2 		$2.04M Buy
93,965
+58,730
+167% +$1.32M 0.01% 590
2021
Q1 		$909K Buy
35,235
+15,629
+80% +$356K 0.01% 756
2020
Q4 		$313K Buy
19,606
+1,303
+7% +$18.5K ﹤0.01% 918
2020
Q3 		$212K Buy
18,303
+7,179
+65% +$94.1K ﹤0.01% 954
2020
Q2 		$151K Buy
+11,124
New +$143K ﹤0.01% 982

Other funds holding KE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management's KE Position: Q2 2023 in Review

Jacobs Levy Equity Management sold out of Kimball Electronics (KE) in Q2 2023, closing a stake of 28,743 shares — an estimated $693K sold.

Jacobs Levy Equity Management first reported a position in KE in Q2 2020 and held it in 12 quarters. The position peaked at $2.45M in Q4 2021. 149 funds tracked by Wall St. Rank hold KE as of Q2 2023.

  • Jacobs Levy Equity Management reported no remaining Kimball Electronics position as of Q2 2023 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 28,743 Kimball Electronics shares in Q2 2023, an estimated $693K.
  • Jacobs Levy Equity Management first reported a position in Kimball Electronics in Q2 2020 and held it in 12 quarters.
  • Jacobs Levy Equity Management's Kimball Electronics position peaked at $2.45M in Q4 2021.
  • 149 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2023, filed 14 Aug 2023.