Ethic Inc. BEKE — KE HLDGS INC

Ownership history in Ethic Inc.  ·  17 quarters on record

AI Ownership Summary

Ethic Inc. reported KE HLDGS INC (BEKE) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows BEKE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BEKE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ethic Inc.'s position in KE HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BEKE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BEKE stock page Ethic Inc. fund profile Ethic Inc. full holdings
How Ethic Inc. held BEKE — position size vs. price
% of Fund (quarterly)    BEKE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 42,565 -25,645 -37.6% 0.01% $637K 2026-04-27 $16.03
2025 Q4 REDUCED — — — 68,210 -77 -0.1% 0.02% $1.1M 2026-02-03 $17.67
2025 Q3 ADDED — — — 68,287 +9,626 +16.4% 0.02% $1.3M 2025-10-17 $17.94
2025 Q2 ADDED — — — 58,661 +13,369 +29.5% 0.02% $1.1M 2025-07-30 $18.25
2025 Q1 REDUCED — — — 45,292 -1,347 -2.9% 0.02% $923K 2025-05-13 $19.64
2024 Q4 ADDED — — — 46,639 +8,612 +22.6% 0.02% $859K 2025-02-14 $19.71
2024 Q3 REDUCED 22.4% -7.5% ✅ 38,027 -10,998 -22.4% 0.01% $540K 2024-11-13 $19.21
2024 Q2 ADDED — — — 49,025 +10,697 +27.9% 0.02% $694K 2024-08-13 $14.19
2024 Q1 REDUCED 17.3% +10.3% ❌ 38,328 -8,010 -17.3% 0.01% $526K 2024-05-13 $17.06
2023 Q4 REDUCED — — — 46,338 -1,877 -3.9% 0.02% $751K 2024-02-14 $12.93
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BEKE

As of 2026 Q1 — sorted by position size

H Capital V GP, L.P. 3Y 100.0% OPPENHEIMER ASSET MANAGEMENT INC. 3Y 7Y 0.09% Marex Group plc 0.06% EWA, LLC 0.05% PROFUND ADVISORS LLC 3Y 7Y 0.05% Union Bancaire Privee, UBP SA 0.03% Bayforest Capital Ltd 0.02% Aaron Wealth Advisors LLC 3Y 0.02% Franchise GP Ltd 0.02% Brooklyn Investment Group 0.02%

FAQ About Ethic Inc. and BEKE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ethic Inc. reported owning BEKE?

Ethic Inc. reported BEKE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BEKE position in Ethic Inc.'s portfolio?

The largest reported portfolio weight for BEKE was 0.02% in 2023 Q4.

What is the latest reported BEKE position on this page?

The most recent filing on this page is 2026 Q1, when Ethic Inc. reported 42,565 shares, equal to 0.01% of portfolio, with an estimated market value of $637K.

What does the chart on this BEKE ownership page compare?

The chart compares Ethic Inc.'s quarterly BEKE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ethic Inc. time their BEKE position?

Based on 13F filing dates vs. subsequent BEKE price moves, Ethic Inc. correctly timed 10 out of 16 reported position changes (62%). The annualised alpha on BEKE relative to SPY over the holding period was -7.0%.

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