AG
KBAL

Aperio Group’s Kimball International KBAL Stock Holding History

Aperio Group’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 		$273K Buy
22,838
+631
+3% +$7.18K ﹤0.01% 2219
2020
Q3 		$234K Buy
22,207
+1,502
+7% +$16.7K ﹤0.01% 2171
2020
Q2 		$239K Buy
20,705
+1,058
+5% +$12.1K ﹤0.01% 2119
2020
Q1 		$234K Sell
19,647
-20,817
-51% -$346K ﹤0.01% 2031
2019
Q4 		$836K Buy
40,464
+6,170
+18% +$127K ﹤0.01% 1524
2019
Q3 		$662K Buy
34,294
+11,353
+49% +$203K ﹤0.01% 1610
2019
Q2 		$400K Sell
22,941
-5,797
-20% -$91.7K ﹤0.01% 1898
2019
Q1 		$406K Buy
28,738
+7,411
+35% +$111K ﹤0.01% 1866
2018
Q4 		$303K Buy
21,327
+1,044
+5% +$16.3K ﹤0.01% 1940
2018
Q3 		$340K Sell
20,283
-4,037
-17% -$68.6K ﹤0.01% 1955
2018
Q2 		$393K Buy
24,320
+633
+3% +$10.5K ﹤0.01% 1866
2018
Q1 		$404K Sell
23,687
-1,026
-4% -$18.1K ﹤0.01% 1798
2017
Q4 		$461K Buy
24,713
+384
+2% +$7.25K ﹤0.01% 1741
2017
Q3 		$481K Buy
24,329
+3,365
+16% +$57.4K ﹤0.01% 1682
2017
Q2 		$350K Buy
20,964
+2,084
+11% +$36.1K ﹤0.01% 1815
2017
Q1 		$312K Buy
18,880
+2,467
+15% +$41.2K ﹤0.01% 1806
2016
Q4 		$288K Buy
16,413
+3,156
+24% +$46.4K ﹤0.01% 1814
2016
Q3 		$172K Buy
13,257
+1,545
+13% +$18.8K ﹤0.01% 1973
2016
Q2 		$133K Sell
11,712
-77
-0.7% -$873 ﹤0.01% 1941
2016
Q1 		$134K Buy
11,789
+1,648
+16% +$17.4K ﹤0.01% 1935
2015
Q4 		$99K Sell
10,141
-421
-4% -$4.67K ﹤0.01% 1918
2015
Q3 		$100K Sell
10,562
-387
-4% -$4.35K ﹤0.01% 1863
2015
Q2 		$133K Buy
+10,949
New +$126K ﹤0.01% 1927

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

Aperio Group's KBAL Position: Q4 2020 in Review

Aperio Group increased its Kimball International (KBAL) stake by 2.8% in Q4 2020, buying an estimated $7.18K and bringing the position to 22,838 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Aperio Group first reported a position in KBAL in Q2 2015 and has held it in 23 quarters since. The position peaked at $836K in Q4 2019. 136 funds tracked by Wall St. Rank hold KBAL as of Q4 2020.

  • Aperio Group held 22,838 shares of Kimball International worth $273K as of Q4 2020.
  • Aperio Group bought 631 Kimball International shares in Q4 2020, an estimated $7.18K.
  • Kimball International made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2219 holding.
  • Aperio Group first reported a position in Kimball International in Q2 2015 and has held it in 23 quarters since.
  • Aperio Group's Kimball International position peaked at $836K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Kimball International as of Q4 2020.

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