Bedel Financial Consulting’s Kimball International KBAL Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-6,442	Closed	-$54K	–	986
2022 Q1	$54K	Hold	6,442	–	–	0.02%	379
2021 Q4	$66K	Hold	6,442	–	–	0.02%	347
2021 Q3	$72K	Hold	6,442	–	–	0.02%	328
2021 Q2	$85K	Hold	6,442	–	–	0.03%	302
2021 Q1	$90K	Hold	6,442	–	–	0.03%	282
2020 Q4	$77K	Hold	6,442	–	–	0.03%	261
2020 Q3	$68K	Hold	6,442	–	–	0.03%	262
2020 Q2	$74K	Hold	6,442	–	–	0.04%	237
2020 Q1	$77K	Hold	6,442	–	–	0.05%	217
2019 Q4	$133K	Buy	6,442 +1,406	+28%	+$29K	0.08%	180
2019 Q3	$97K	Hold	5,036	–	–	0.06%	207
2019 Q2	$88K	Hold	5,036	–	–	0.05%	215
2019 Q1	$71K	Hold	5,036	–	–	0.05%	228
2018 Q4	$71K	Hold	5,036	–	–	0.05%	216
2018 Q3	$81K	Hold	5,036	–	–	0.05%	214
2018 Q2	$81K	Hold	5,036	–	–	0.06%	215
2018 Q1	$86K	Buy	+5,036	New	+$89K	0.07%	214

Other funds holding KBAL

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

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

Bedel Financial Consulting's KBAL Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Kimball International (KBAL) in Q2 2022, closing a stake of 6,442 shares — an estimated $54K sold.

Bedel Financial Consulting first reported a position in KBAL in Q1 2018 and held it in 17 quarters. The position peaked at $133K in Q4 2019. 115 funds tracked by Wall St. Rank hold KBAL as of Q2 2022.

Bedel Financial Consulting reported no remaining Kimball International position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 6,442 Kimball International shares in Q2 2022, an estimated $54K.
Bedel Financial Consulting first reported a position in Kimball International in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Kimball International position peaked at $133K in Q4 2019.
115 funds tracked by Wall St. Rank held Kimball International as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.