Oppenheimer & Co’s KVH Industries KVHI Stock Holding History

Oppenheimer & Co’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
2020 Q2	–	Sell	-21,326	Closed	-$201K	–	1292
2020 Q1	$201K	Sell	21,326 -18,460	-46%	-$189K	0.01%	1032
2019 Q4	$443K	Hold	39,786	–	–	0.01%	886
2019 Q3	$424K	Hold	39,786	–	–	0.01%	854
2019 Q2	$432K	Hold	39,786	–	–	0.01%	872
2019 Q1	$405K	Hold	39,786	–	–	0.01%	906
2018 Q4	$409K	Hold	39,786	–	–	0.01%	812
2018 Q3	$521K	Hold	39,786	–	–	0.01%	846
2018 Q2	$533K	Hold	39,786	–	–	0.01%	840
2018 Q1	$412K	Hold	39,786	–	–	0.01%	924
2017 Q4	$412K	Hold	39,786	–	–	0.01%	938
2017 Q3	$475K	Hold	39,786	–	–	0.01%	860
2017 Q2	$378K	Hold	39,786	–	–	0.01%	932
2017 Q1	$334K	Hold	39,786	–	–	0.01%	958
2016 Q4	$469K	Hold	39,786	–	–	0.01%	835
2016 Q3	$351K	Hold	39,786	–	–	0.01%	932
2016 Q2	$306K	Hold	39,786	–	–	0.01%	963
2016 Q1	$380K	Hold	39,786	–	–	0.01%	854
2015 Q4	$375K	Buy	+39,786	New	+$385K	0.01%	870

Other funds holding KVHI

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return