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Pinnacle Associates’s KVH Industries KVHI Stock Holding History

Pinnacle Associates’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
Q4 		– Sell
-10,100
Closed -$51.5K – 831
2023
Q3 		$51.5K Hold
10,100
– – ﹤0.01% 798
2023
Q2 		$92.3K Buy
+10,100
New +$102K ﹤0.01% 791

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

Pinnacle Associates's KVHI Position: Q4 2023 in Review

Pinnacle Associates sold out of KVH Industries (KVHI) in Q4 2023, closing a stake of 10,100 shares — an estimated $51.5K sold.

Pinnacle Associates first reported a position in KVHI in Q2 2023 and held it in 2 quarters. The position peaked at $92.3K in Q2 2023. 69 funds tracked by Wall St. Rank hold KVHI as of Q4 2023.

  • Pinnacle Associates reported no remaining KVH Industries position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Associates sold 10,100 KVH Industries shares in Q4 2023, an estimated $51.5K.
  • Pinnacle Associates first reported a position in KVH Industries in Q2 2023 and held it in 2 quarters.
  • Pinnacle Associates's KVH Industries position peaked at $92.3K in Q2 2023.
  • 69 funds tracked by Wall St. Rank held KVH Industries as of Q4 2023.

Based on Pinnacle Associates's 13F filing for Q4 2023, filed 19 Jan 2024.