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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 $3.33B AUM 163.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $147M AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return

White Pine Capital's KVHI Position: Q3 2023 in Review

White Pine Capital sold out of KVH Industries (KVHI) in Q3 2023, closing a stake of 67,172 shares — an estimated $614K sold.

White Pine Capital first reported a position in KVHI in Q1 2019 and held it in 17 quarters. The position peaked at $614K in Q2 2023. 70 funds tracked by Wall St. Rank hold KVHI as of Q3 2023.

  • White Pine Capital reported no remaining KVH Industries position as of Q3 2023 after selling out during the quarter.
  • White Pine Capital sold 67,172 KVH Industries shares in Q3 2023, an estimated $614K.
  • White Pine Capital first reported a position in KVH Industries in Q1 2019 and held it in 17 quarters.
  • White Pine Capital's KVH Industries position peaked at $614K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held KVH Industries as of Q3 2023.

Based on White Pine Capital's 13F filing for Q3 2023, filed 9 Nov 2023.