Simplex Trading
KVHI icon

Simplex Trading’s KVH Industries KVHI Stock Holding History

Simplex Trading’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
2021
Q4 		– Sell
-500
Closed -$6K – 10954
2021
Q3 		$6K Hold
500
– – ﹤0.01% 9203
2021
Q2 		$6K Buy
500
+495
+9,900% +$6.69K ﹤0.01% 9378
2021
Q1 		$6K Buy
+5
New +$66 ﹤0.01% 8149
2020
Q4 		– Sell
-5
Closed -$4K – 8729
2020
Q3 		$4K Buy
+5
New +$42 ﹤0.01% 7203
2015
Q4 		– Sell
-1
Closed -$1K – 5775
2015
Q3 		$1K Hold
1
– – ﹤0.01% 5052
2015
Q2 		$1K Buy
+1
New +$14 ﹤0.01% 4695

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 $1.96B AUM 101.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $115M AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return

Simplex Trading's KVHI Position: Q3 2023 in Review

Simplex Trading sold out of KVH Industries (KVHI) in Q3 2023, closing a stake of 608 shares — an estimated $5K sold.

Simplex Trading first reported a position in KVHI in Q2 2015 and held it in 9 quarters. The position peaked at $7K in Q1 2021. 70 funds tracked by Wall St. Rank hold KVHI as of Q3 2023.

  • Simplex Trading reported no remaining KVH Industries position as of Q3 2023 after selling out during the quarter.
  • Simplex Trading sold 608 KVH Industries shares in Q3 2023, an estimated $5K.
  • Simplex Trading first reported a position in KVH Industries in Q2 2015 and held it in 9 quarters.
  • Simplex Trading's KVH Industries position peaked at $7K in Q1 2021.
  • 70 funds tracked by Wall St. Rank held KVH Industries as of Q3 2023.

Based on Simplex Trading's 13F filing for Q3 2023, filed 1 Nov 2023.