OAM
KVHI icon

Oberweis Asset Management’s KVH Industries KVHI Stock Holding History

Oberweis Asset Management’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-91,000
Closed -$832K – 201
2023
Q2 		$832K Hold
91,000
– – 0.1% 163
2023
Q1 		$1.04M Buy
91,000
+3,000
+3% +$30.7K 0.16% 148
2022
Q4 		$899K Buy
+88,000
New +$893K 0.19% 136

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return

Oberweis Asset Management's KVHI Position: Q3 2023 in Review

Oberweis Asset Management sold out of KVH Industries (KVHI) in Q3 2023, closing a stake of 91,000 shares — an estimated $832K sold.

Oberweis Asset Management first reported a position in KVHI in Q4 2022 and held it in 3 quarters. The position peaked at $1.04M in Q1 2023. 70 funds tracked by Wall St. Rank hold KVHI as of Q3 2023.

  • Oberweis Asset Management reported no remaining KVH Industries position as of Q3 2023 after selling out during the quarter.
  • Oberweis Asset Management sold 91,000 KVH Industries shares in Q3 2023, an estimated $832K.
  • Oberweis Asset Management first reported a position in KVH Industries in Q4 2022 and held it in 3 quarters.
  • Oberweis Asset Management's KVH Industries position peaked at $1.04M in Q1 2023.
  • 70 funds tracked by Wall St. Rank held KVH Industries as of Q3 2023.

Based on Oberweis Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.