SPIA
KE

Steward Partners Investment Advisory’s Kimball Electronics KE Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-200
Closed -$4.82K – 3355
2023
Q1 		$4.82K Buy
+200
New +$4.88K ﹤0.01% 2800

Other funds holding KE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's KE Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Kimball Electronics (KE) in Q2 2023, closing a stake of 200 shares — an estimated $4.82K sold.

Steward Partners Investment Advisory first reported a position in KE in Q1 2023 and held it in 1 quarter. The position peaked at $4.82K in Q1 2023. 149 funds tracked by Wall St. Rank hold KE as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining Kimball Electronics position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 Kimball Electronics shares in Q2 2023, an estimated $4.82K.
  • Steward Partners Investment Advisory first reported a position in Kimball Electronics in Q1 2023 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Kimball Electronics position peaked at $4.82K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.