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 – 538
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 $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return