BIT
KBAL

BlackRock Institutional Trust’s Kimball International KBAL Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$17.4M Buy
993,572
+108,826
+12% +$1.6M ﹤0.01% 2066
2016
Q3 		$11.4M Buy
884,746
+41,344
+5% +$504K ﹤0.01% 2263
2016
Q2 		$9.6M Buy
843,402
+10,964
+1% +$124K ﹤0.01% 2311
2016
Q1 		$9.45M Sell
832,438
-16,191
-2% -$171K ﹤0.01% 2291
2015
Q4 		$8.29M Buy
848,629
+12,268
+1% +$136K ﹤0.01% 2451
2015
Q3 		$7.91M Buy
836,361
+75,986
+10% +$855K ﹤0.01% 2440
2015
Q2 		$9.25M Sell
760,375
-69,502
-8% -$801K ﹤0.01% 2459
2015
Q1 		$8.7M Buy
829,877
+7,093
+0.9% +$67.2K ﹤0.01% 2476
2014
Q4 		$7.5M Sell
822,784
-325,561
-28% -$3.51M ﹤0.01% 2524
2014
Q3 		$13.5M Sell
1,148,345
-335,334
-23% -$4.18M ﹤0.01% 2134
2014
Q2 		$19.4M Sell
1,483,679
-13,934
-0.9% -$183K ﹤0.01% 1983
2014
Q1 		$21.2M Buy
1,497,613
+119,637
+9% +$1.58M ﹤0.01% 1909
2013
Q4 		$16.2M Buy
1,377,976
+160,157
+13% +$1.61M ﹤0.01% 2100
2013
Q3 		$10.5M Sell
1,217,819
-26,971
-2% -$228K ﹤0.01% 2326
2013
Q2 		$9.44M Buy
+1,244,790
New +$9.38M ﹤0.01% 2353

Other funds holding KBAL

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock Institutional Trust's KBAL Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Kimball International (KBAL) stake by 12% in Q4 2016, buying an estimated $1.6M and bringing the position to 993,572 shares worth $17.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

BlackRock Institutional Trust first reported a position in KBAL in Q2 2013 and has held it in 15 quarters since. The position peaked at $21.2M in Q1 2014. 112 funds tracked by Wall St. Rank hold KBAL as of Q4 2016.

  • BlackRock Institutional Trust held 993,572 shares of Kimball International worth $17.4M as of Q4 2016.
  • BlackRock Institutional Trust bought 108,826 Kimball International shares in Q4 2016, an estimated $1.6M.
  • Kimball International made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #2066 holding.
  • BlackRock Institutional Trust first reported a position in Kimball International in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Kimball International position peaked at $21.2M in Q1 2014.
  • 112 funds tracked by Wall St. Rank held Kimball International as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.