JA
KE

JOYN Advisors’s Kimball Electronics KE Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-142
Closed -$2K – 780
2018
Q4 		$2K Sell
142
-221
-61% -$3.89K ﹤0.01% 1500
2018
Q3 		$7K Sell
363
-211
-37% -$4.15K ﹤0.01% 1074
2018
Q2 		$11K Sell
574
-1,772
-76% -$31.6K ﹤0.01% 868
2018
Q1 		$38K Buy
+2,346
New +$42.2K 0.01% 532

Other funds holding KE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JOYN Advisors's KE Position: Q1 2019 in Review

JOYN Advisors sold out of Kimball Electronics (KE) in Q1 2019, closing a stake of 142 shares — an estimated $2K sold.

JOYN Advisors first reported a position in KE in Q1 2018 and held it in 4 quarters. The position peaked at $38K in Q1 2018. 120 funds tracked by Wall St. Rank hold KE as of Q1 2019.

  • JOYN Advisors reported no remaining Kimball Electronics position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 142 Kimball Electronics shares in Q1 2019, an estimated $2K.
  • JOYN Advisors first reported a position in Kimball Electronics in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Kimball Electronics position peaked at $38K in Q1 2018.
  • 120 funds tracked by Wall St. Rank held Kimball Electronics as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.