WPC
KVHI icon

White Pine Capital’s KVH Industries KVHI Stock Holding History

White Pine Capital’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
Q3 		– Sell
-67,172
Closed -$614K – 210
2023
Q2 		$614K Buy
67,172
+35,467
+112% +$358K 0.23% 121
2023
Q1 		$361K Buy
31,705
+14,082
+80% +$144K 0.14% 152
2022
Q4 		$180K Buy
17,623
+63
+0.4% +$639 0.07% 193
2022
Q3 		$162K Sell
17,560
-1,771
-9% -$16K 0.07% 193
2022
Q2 		$168K Buy
19,331
+27
+0.1% +$220 0.07% 201
2022
Q1 		$176K Sell
19,304
-224
-1% -$2K 0.05% 215
2021
Q4 		$179K Sell
19,528
-16,341
-46% -$164K 0.05% 222
2021
Q3 		$345K Buy
35,869
+35
+0.1% +$380 0.11% 184
2021
Q2 		$406K Sell
35,834
-939
-3% -$12.7K 0.12% 167
2021
Q1 		$466K Buy
+36,773
New +$488K 0.15% 153
2020
Q4 		– Sell
-10,579
Closed -$95K – 229
2020
Q3 		$95K Buy
10,579
+572
+6% +$4.8K 0.04% 210
2020
Q2 		$89K Sell
10,007
-4,293
-30% -$37.8K 0.04% 205
2020
Q1 		$135K Sell
14,300
-1,125
-7% -$11.5K 0.07% 188
2019
Q4 		$172K Sell
15,425
-11,700
-43% -$124K 0.07% 209
2019
Q3 		$289K Sell
27,125
-475
-2% -$4.71K 0.11% 185
2019
Q2 		$300K Sell
27,600
-11,800
-30% -$117K 0.11% 184
2019
Q1 		$401K Buy
+39,400
New +$432K 0.15% 164

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 $5.7T 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 $114M 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