Algert Global’s Kimball International KBAL Stock Holding History

Algert Global’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	-16,210	Closed	-$171K	–	523
2020 Q3	$171K	Sell	16,210 -2,800	-15%	-$31.2K	0.05%	328
2020 Q2	$220K	Buy	+19,010	New	+$217K	0.07%	318
2017 Q4	–	Sell	-88,419	Closed	-$1.75M	–	362
2017 Q3	$1.75M	Buy	88,419 +7,557	+9%	+$129K	0.4%	120
2017 Q2	$1.35M	Buy	80,862 +12,992	+19%	+$225K	0.38%	121
2017 Q1	$1.12M	Buy	67,870 +11,393	+20%	+$190K	0.3%	146
2016 Q4	$992K	Buy	+56,477	New	+$829K	0.28%	149
2014 Q4	–	Sell	-12,874	Closed	-$151K	–	341
2014 Q3	$151K	Hold	12,874	–	–	0.11%	251
2014 Q2	$168K	Sell	12,874 -12,451	-49%	-$164K	0.11%	258
2014 Q1	$358K	Sell	25,325 -25,223	-50%	-$332K	0.14%	210
2013 Q4	$593K	Buy	+50,548	New	+$507K	0.16%	197

Other funds holding KBAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Algert Global's KBAL Position: Q4 2020 in Review

Algert Global sold out of Kimball International (KBAL) in Q4 2020, closing a stake of 16,210 shares — an estimated $171K sold.

Algert Global first reported a position in KBAL in Q4 2013 and held it in 10 quarters. The position peaked at $1.75M in Q3 2017. 136 funds tracked by Wall St. Rank hold KBAL as of Q4 2020.

Algert Global reported no remaining Kimball International position as of Q4 2020 after selling out during the quarter.
Algert Global sold 16,210 Kimball International shares in Q4 2020, an estimated $171K.
Algert Global first reported a position in Kimball International in Q4 2013 and held it in 10 quarters.
Algert Global's Kimball International position peaked at $1.75M in Q3 2017.
136 funds tracked by Wall St. Rank held Kimball International as of Q4 2020.

Based on Algert Global's 13F filing for Q4 2020, filed 12 Feb 2021.