TFA
KE

Toth Financial Advisory’s Kimball Electronics KE Stock Holding History

Toth Financial 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
2021
Q3 		– Sell
-100
Closed -$2K – 771
2021
Q2 		$2K Buy
+100
New +$2.25K ﹤0.01% 597

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Toth Financial Advisory's KE Position: Q3 2021 in Review

Toth Financial Advisory sold out of Kimball Electronics (KE) in Q3 2021, closing a stake of 100 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in KE in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 142 funds tracked by Wall St. Rank hold KE as of Q3 2021.

  • Toth Financial Advisory reported no remaining Kimball Electronics position as of Q3 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Kimball Electronics shares in Q3 2021, an estimated $2K.
  • Toth Financial Advisory first reported a position in Kimball Electronics in Q2 2021 and held it in 1 quarter.
  • Toth Financial Advisory's Kimball Electronics position peaked at $2K in Q2 2021.
  • 142 funds tracked by Wall St. Rank held Kimball Electronics as of Q3 2021.

Based on Toth Financial Advisory's 13F filing for Q3 2021, filed 20 Oct 2021.