Ancora Advisors’s Kimball International KBAL Stock Holding History

Ancora Advisors’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
2023 Q1	–	Sell	-139,908	Closed	-$909K	–	2175
2022 Q4	$909K	Buy	139,908 +38,251	+38%	+$262K	0.03%	373
2022 Q3	$639K	Buy	101,657 +45,633	+81%	+$354K	0.02%	451
2022 Q2	$430K	Buy	56,024 +26,406	+89%	+$216K	0.01%	560
2022 Q1	$250K	Buy	29,618 +4,276	+17%	+$40.6K	0.01%	738
2021 Q4	$259K	Sell	25,342 -14,355	-36%	-$155K	0.01%	728
2021 Q3	$445K	Sell	39,697 -2,973	-7%	-$36.5K	0.01%	575
2021 Q2	$561K	Sell	42,670 -41,440	-49%	-$565K	0.01%	512
2021 Q1	$1.18M	Buy	84,110 +22,658	+37%	+$294K	0.03%	353
2020 Q4	$735K	Sell	61,452 -2,115	-3%	-$24.1K	0.02%	403
2020 Q3	$670K	Sell	63,567 -94,470	-60%	-$1.05M	0.03%	383
2020 Q2	$1.83M	Sell	158,037 -61,514	-28%	-$703K	0.08%	225
2020 Q1	$2.62M	Buy	219,551 +6,490	+3%	+$108K	0.12%	188
2019 Q4	$4.4M	Sell	213,061 -3,839	-2%	-$79.1K	0.16%	158
2019 Q3	$4.19M	Buy	216,900 +22,533	+12%	+$402K	0.18%	146
2019 Q2	$4.88M	Buy	194,367 +40,694	+26%	+$644K	0.22%	133
2019 Q1	$3.38M	Sell	153,673 -53,849	-26%	-$807K	0.15%	176
2018 Q4	$3.71M	Sell	207,522 -86,369	-29%	-$1.35M	0.18%	164
2018 Q3	$4.92M	Buy	293,891 +49,517	+20%	+$841K	0.19%	159
2018 Q2	$3.95M	Sell	244,374 -4,369	-2%	-$72.4K	0.17%	178
2018 Q1	$4.24M	Buy	248,743 +184,073	+285%	+$3.25M	0.19%	167
2017 Q4	$1.21M	Buy	64,670 +8,226	+15%	+$155K	0.06%	276
2017 Q3	$1.12M	Buy	56,444 +3	+0%	+$51	0.06%	299
2017 Q2	$942K	Buy	56,441 +373	+0.7%	+$6.46K	0.06%	325
2017 Q1	$925K	Sell	56,068 -177,704	-76%	-$2.97M	0.06%	325
2016 Q4	$4.11M	Buy	233,772 +11,870	+5%	+$174K	0.3%	105
2016 Q3	$2.87M	Buy	221,902 +83,100	+60%	+$1.01M	0.29%	104
2016 Q2	$1.58M	Sell	138,802 -3,285	-2%	-$37.2K	0.18%	152
2016 Q1	$1.61M	Buy	142,087 +11,503	+9%	+$121K	0.2%	136
2015 Q4	$1.28M	Sell	130,584 -4,606	-3%	-$51.1K	0.16%	161
2015 Q3	$1.28M	Buy	135,190 +38,407	+40%	+$432K	0.16%	160
2015 Q2	$1.18M	Buy	+96,783	New	+$1.12M	0.14%	193
2015 Q1	–	Sell	-63,323	Closed	-$600K	–	216
2014 Q4	$578K	Sell	63,323 -14,284	-18%	-$154K	0.07%	296
2014 Q3	$912K	Hold	77,607	–	–	0.12%	211
2014 Q2	$1.01M	Hold	77,607	–	–	0.13%	196
2014 Q1	$1.1M	Sell	77,607 -2,562	-3%	-$33.8K	0.16%	170
2013 Q4	$941K	Hold	80,169	–	–	0.14%	175
2013 Q3	$694K	Buy	80,169 +2,562	+3%	+$21.7K	0.12%	200
2013 Q2	$588K	Buy	+77,607	New	+$584K	0.1%	221

Other funds holding KBAL

BlackRock New York $5.72T AUM 30.48% 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

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

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

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ancora Advisors's KBAL Position: Q1 2023 in Review

Ancora Advisors sold out of Kimball International (KBAL) in Q1 2023, closing a stake of 139,908 shares — an estimated $909K sold.

Ancora Advisors first reported a position in KBAL in Q2 2013 and held it in 38 quarters. The position peaked at $4.92M in Q3 2018. 118 funds tracked by Wall St. Rank hold KBAL as of Q1 2023.

Ancora Advisors reported no remaining Kimball International position as of Q1 2023 after selling out during the quarter.
Ancora Advisors sold 139,908 Kimball International shares in Q1 2023, an estimated $909K.
Ancora Advisors first reported a position in Kimball International in Q2 2013 and held it in 38 quarters.
Ancora Advisors's Kimball International position peaked at $4.92M in Q3 2018.
118 funds tracked by Wall St. Rank held Kimball International as of Q1 2023.

Based on Ancora Advisors's 13F filing for Q1 2023, filed 16 May 2023.