OSAM
KE

O'Shaughnessy Asset Management’s Kimball Electronics KE Stock Holding History

O'Shaughnessy Asset Management’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
2026
Q2 		$2.6M Sell
101,491
-36,865
-27% -$946K 0.01% 795
2026
Q1 		$3.28M Sell
138,356
-13,032
-9% -$344K 0.02% 672
2025
Q4 		$4.21M Buy
151,388
+39,641
+35% +$1.14M 0.02% 568
2025
Q3 		$3.34M Buy
111,747
+23,766
+27% +$586K 0.02% 627
2025
Q2 		$1.69M Buy
87,981
+23,253
+36% +$389K 0.01% 841
2025
Q1 		$1.06M Buy
+64,728
New +$1.14M 0.01% 960
2021
Q4 		– Sell
-2,784
Closed -$72K – 1872
2021
Q3 		$72K Buy
2,784
+74
+3% +$1.69K ﹤0.01% 1506
2021
Q2 		$59K Buy
2,710
+1,349
+99% +$30.4K ﹤0.01% 1515
2021
Q1 		$35K Buy
+1,361
New +$31K ﹤0.01% 1511
2020
Q3 		– Sell
-19
Closed – – 1931
2020
Q2 		$0 Hold
19
– – ﹤0.01% 1803
2020
Q1 		$0 Buy
+19
New +$283 ﹤0.01% 1551
2019
Q4 		– Sell
-3,127
Closed -$45K – 1855
2019
Q3 		$45K Sell
3,127
-1,734
-36% -$25.7K ﹤0.01% 736
2019
Q2 		$79K Sell
4,861
-147
-3% -$2.28K ﹤0.01% 683
2019
Q1 		$78K Sell
5,008
-2,030
-29% -$32.7K ﹤0.01% 684
2018
Q4 		$109K Buy
7,038
+6,992
+15,200% +$123K ﹤0.01% 603
2018
Q3 		$1K Buy
+46
New +$905 ﹤0.01% 873
2018
Q2 		– Sell
-10,980
Closed -$177K – 942
2018
Q1 		$177K Sell
10,980
-39,663
-78% -$713K ﹤0.01% 536
2017
Q4 		$924K Sell
50,643
-14,157
-22% -$292K 0.02% 283
2017
Q3 		$1.4M Sell
64,800
-8,755
-12% -$169K 0.03% 246
2017
Q2 		$1.33M Sell
73,555
-313
-0.4% -$5.39K 0.03% 256
2017
Q1 		$1.25M Buy
73,868
+45,554
+161% +$760K 0.03% 260
2016
Q4 		$515K Buy
+28,314
New +$455K 0.01% 362
2015
Q3 		– Sell
-1,938
Closed -$28K – 969
2015
Q2 		$28K Hold
1,938
– – ﹤0.01% 656
2015
Q1 		$27K Sell
1,938
-3,535
-65% -$42.4K ﹤0.01% 651
2014
Q4 		$66K Buy
+5,473
New +$58.6K ﹤0.01% 626

Other funds holding KE

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

O'Shaughnessy Asset Management's KE Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Kimball Electronics (KE) stake by 27% in Q2 2026, selling an estimated $946K and leaving 101,491 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #795.

O'Shaughnessy Asset Management first reported a position in KE in Q4 2014 and has held it in 25 quarters since. The position peaked at $4.21M in Q4 2025. 174 funds tracked by Wall St. Rank hold KE as of Q2 2026.

  • O'Shaughnessy Asset Management held 101,491 shares of Kimball Electronics worth $2.6M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 36,865 Kimball Electronics shares in Q2 2026, an estimated $946K.
  • Kimball Electronics made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #795 holding.
  • O'Shaughnessy Asset Management first reported a position in Kimball Electronics in Q4 2014 and has held it in 25 quarters since.
  • O'Shaughnessy Asset Management's Kimball Electronics position peaked at $4.21M in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.