OQS
KE

Occudo Quantitative Strategies’s Kimball Electronics KE Stock Holding History

Occudo Quantitative Strategies’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
2024
Q4 		– Sell
-15,675
Closed -$290K – 814
2024
Q3 		$290K Buy
15,675
+5,827
+59% +$117K 0.05% 468
2024
Q2 		$216K Sell
9,848
-3,261
-25% -$71.1K 0.04% 577
2024
Q1 		$284K Buy
13,109
+1,395
+12% +$31.5K 0.05% 479
2023
Q4 		$316K Buy
+11,714
New +$302K 0.04% 522
2023
Q3 		– Sell
-12,565
Closed -$347K – 1142
2023
Q2 		$347K Buy
+12,565
New +$297K 0.04% 696

Other funds holding KE

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Occudo Quantitative Strategies's KE Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of Kimball Electronics (KE) in Q4 2024, closing a stake of 15,675 shares — an estimated $290K sold.

Occudo Quantitative Strategies first reported a position in KE in Q2 2023 and held it in 5 quarters. The position peaked at $347K in Q2 2023. 158 funds tracked by Wall St. Rank hold KE as of Q4 2024.

  • Occudo Quantitative Strategies reported no remaining Kimball Electronics position as of Q4 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 15,675 Kimball Electronics shares in Q4 2024, an estimated $290K.
  • Occudo Quantitative Strategies first reported a position in Kimball Electronics in Q2 2023 and held it in 5 quarters.
  • Occudo Quantitative Strategies's Kimball Electronics position peaked at $347K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held Kimball Electronics as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.