AIM
KBAL

Alambic Investment Management’s Kimball International KBAL Stock Holding History

Alambic Investment Management’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
Q1 		– Sell
-33,894
Closed -$701K – 290
2019
Q4 		$701K Sell
33,894
-41,094
-55% -$847K 0.59% 51
2019
Q3 		$1.45M Sell
74,988
-43,634
-37% -$779K 1.09% 5
2019
Q2 		$2.07M Sell
118,622
-39,133
-25% -$619K 1.28% 1
2019
Q1 		$2.23M Buy
157,755
+67,843
+75% +$1.02M 0.92% 13
2018
Q4 		$1.28M Buy
89,912
+42,853
+91% +$671K 0.54% 63
2018
Q3 		$788K Sell
47,059
-66,335
-58% -$1.13M 0.62% 49
2018
Q2 		$1.83M Sell
113,394
-34,813
-23% -$577K 0.5% 60
2018
Q1 		$2.52M Sell
148,207
-2,796
-2% -$49.4K 0.35% 92
2017
Q4 		$2.82M Sell
151,003
-1,000
-0.7% -$18.9K 0.34% 106
2017
Q3 		$3M Sell
152,003
-17,800
-10% -$304K 0.33% 108
2017
Q2 		$2.83M Buy
169,803
+49,673
+41% +$861K 0.34% 81
2017
Q1 		$1.98M Buy
120,130
+7,700
+7% +$129K 0.24% 138
2016
Q4 		$1.97M Buy
112,430
+11,100
+11% +$163K 0.35% 79
2016
Q3 		$1.31M Buy
101,330
+16,350
+19% +$199K 0.31% 102
2016
Q2 		$967K Buy
84,980
+24,278
+40% +$275K 0.24% 147
2016
Q1 		$689K Buy
60,702
+28,502
+89% +$301K 0.22% 170
2015
Q4 		$315K Buy
+32,200
New +$357K 0.19% 203

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Alambic Investment Management's KBAL Position: Q1 2020 in Review

Alambic Investment Management sold out of Kimball International (KBAL) in Q1 2020, closing a stake of 33,894 shares — an estimated $701K sold.

Alambic Investment Management first reported a position in KBAL in Q4 2015 and held it in 17 quarters. The position peaked at $3M in Q3 2017. 126 funds tracked by Wall St. Rank hold KBAL as of Q1 2020.

  • Alambic Investment Management reported no remaining Kimball International position as of Q1 2020 after selling out during the quarter.
  • Alambic Investment Management sold 33,894 Kimball International shares in Q1 2020, an estimated $701K.
  • Alambic Investment Management first reported a position in Kimball International in Q4 2015 and held it in 17 quarters.
  • Alambic Investment Management's Kimball International position peaked at $3M in Q3 2017.
  • 126 funds tracked by Wall St. Rank held Kimball International as of Q1 2020.

Based on Alambic Investment Management's 13F filing for Q1 2020, filed 11 May 2020.