JIR
KE

James Investment Research’s Kimball Electronics KE Stock Holding History

James Investment Research’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
2019
Q4 		– Sell
-250
Closed -$4K – 537
2019
Q3 		$4K Hold
250
– – ﹤0.01% 534
2019
Q2 		$4K Sell
250
-760
-75% -$11.8K ﹤0.01% 626
2019
Q1 		$16K Sell
1,010
-1,045
-51% -$16.8K ﹤0.01% 708
2018
Q4 		$32K Sell
2,055
-34,950
-94% -$615K ﹤0.01% 670
2018
Q3 		$727K Buy
37,005
+335
+0.9% +$6.59K 0.03% 489
2018
Q2 		$671K Buy
36,670
+40
+0.1% +$714 0.03% 496
2018
Q1 		$592K Hold
36,630
– – 0.02% 500
2017
Q4 		$668K Buy
+36,630
New +$756K 0.02% 502

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

James Investment Research's KE Position: Q4 2019 in Review

James Investment Research sold out of Kimball Electronics (KE) in Q4 2019, closing a stake of 250 shares — an estimated $4K sold.

James Investment Research first reported a position in KE in Q4 2017 and held it in 8 quarters. The position peaked at $727K in Q3 2018. 120 funds tracked by Wall St. Rank hold KE as of Q4 2019.

  • James Investment Research reported no remaining Kimball Electronics position as of Q4 2019 after selling out during the quarter.
  • James Investment Research sold 250 Kimball Electronics shares in Q4 2019, an estimated $4K.
  • James Investment Research first reported a position in Kimball Electronics in Q4 2017 and held it in 8 quarters.
  • James Investment Research's Kimball Electronics position peaked at $727K in Q3 2018.
  • 120 funds tracked by Wall St. Rank held Kimball Electronics as of Q4 2019.

Based on James Investment Research's 13F filing for Q4 2019, filed 24 Jan 2020.