UA
KE

Unison Advisors’s Kimball Electronics KE Stock Holding History

Unison 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
Q2 		– Sell
-29,624
Closed -$714K – 193
2023
Q1 		$714K Hold
29,624
– – 0.08% 100
2022
Q4 		$669K Hold
29,624
– – 0.09% 103
2022
Q3 		$508K Buy
29,624
+7,371
+33% +$150K 0.09% 112
2022
Q2 		$447K Hold
22,253
– – 0.12% 104
2022
Q1 		$445K Buy
+22,253
New +$431K 0.11% 114

Other funds holding KE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 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

Unison Advisors's KE Position: Q2 2023 in Review

Unison Advisors sold out of Kimball Electronics (KE) in Q2 2023, closing a stake of 29,624 shares — an estimated $714K sold.

Unison Advisors first reported a position in KE in Q1 2022 and held it in 5 quarters. The position peaked at $714K in Q1 2023. 149 funds tracked by Wall St. Rank hold KE as of Q2 2023.

  • Unison Advisors reported no remaining Kimball Electronics position as of Q2 2023 after selling out during the quarter.
  • Unison Advisors sold 29,624 Kimball Electronics shares in Q2 2023, an estimated $714K.
  • Unison Advisors first reported a position in Kimball Electronics in Q1 2022 and held it in 5 quarters.
  • Unison Advisors's Kimball Electronics position peaked at $714K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2023.

Based on Unison Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.