PFA
KE

Pettinga Financial Advisors’s Kimball Electronics KE Stock Holding History

Pettinga Financial 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
2023
Q3 		– Sell
-8,175
Closed -$226K – 110
2023
Q2 		$226K Buy
+8,175
New +$193K 0.07% 94

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Pettinga Financial Advisors's KE Position: Q3 2023 in Review

Pettinga Financial Advisors sold out of Kimball Electronics (KE) in Q3 2023, closing a stake of 8,175 shares — an estimated $226K sold.

Pettinga Financial Advisors first reported a position in KE in Q2 2023 and held it in 1 quarter. The position peaked at $226K in Q2 2023. 149 funds tracked by Wall St. Rank hold KE as of Q3 2023.

  • Pettinga Financial Advisors reported no remaining Kimball Electronics position as of Q3 2023 after selling out during the quarter.
  • Pettinga Financial Advisors sold 8,175 Kimball Electronics shares in Q3 2023, an estimated $226K.
  • Pettinga Financial Advisors first reported a position in Kimball Electronics in Q2 2023 and held it in 1 quarter.
  • Pettinga Financial Advisors's Kimball Electronics position peaked at $226K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held Kimball Electronics as of Q3 2023.

Based on Pettinga Financial Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.