AL
KBAL

AJO LP’s Kimball International KBAL Stock Holding History

AJO LP’s Portfolio KBAL Stock Details KBAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-169,643
Closed -$1.79M – 686
2020
Q3 		$1.79M Sell
169,643
-113,804
-40% -$1.27M 0.02% 404
2020
Q2 		$3.27M Sell
283,447
-39,105
-12% -$447K 0.03% 322
2020
Q1 		$3.84M Sell
322,552
-26,514
-8% -$441K 0.03% 278
2019
Q4 		$7.21M Sell
349,066
-1,697
-0.5% -$35K 0.04% 256
2019
Q3 		$6.77M Sell
350,763
-21,827
-6% -$390K 0.04% 260
2019
Q2 		$6.49M Buy
372,590
+14,686
+4% +$232K 0.03% 274
2019
Q1 		$5.06M Buy
357,904
+49,121
+16% +$736K 0.03% 321
2018
Q4 		$4.38M Buy
308,783
+288,997
+1,461% +$4.52M 0.02% 333
2018
Q3 		$331K Buy
+19,786
New +$336K ﹤0.01% 598
2017
Q4 		– Sell
-88,447
Closed -$1.75M – 675
2017
Q3 		$1.75M Sell
88,447
-76,294
-46% -$1.3M 0.01% 437
2017
Q2 		$2.75M Buy
+164,741
New +$2.86M 0.01% 389

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AJO LP's KBAL Position: Q4 2020 in Review

AJO LP sold out of Kimball International (KBAL) in Q4 2020, closing a stake of 169,643 shares — an estimated $1.79M sold.

AJO LP first reported a position in KBAL in Q2 2017 and held it in 11 quarters. The position peaked at $7.21M in Q4 2019. 136 funds tracked by Wall St. Rank hold KBAL as of Q4 2020.

  • AJO LP reported no remaining Kimball International position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 169,643 Kimball International shares in Q4 2020, an estimated $1.79M.
  • AJO LP first reported a position in Kimball International in Q2 2017 and held it in 11 quarters.
  • AJO LP's Kimball International position peaked at $7.21M in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Kimball International as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.