BPM
KBAL

Bowling Portfolio Management’s Kimball International KBAL Stock Holding History

Bowling Portfolio Management’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
Q3 		– Sell
-41,714
Closed -$482K – 497
2020
Q2 		$482K Sell
41,714
-7,773
-16% -$88.8K 0.1% 252
2020
Q1 		$589K Buy
49,487
+14,702
+42% +$245K 0.15% 212
2019
Q4 		$719K Sell
34,785
-25,010
-42% -$515K 0.12% 249
2019
Q3 		$1.15M Buy
59,795
+48,308
+421% +$863K 0.19% 190
2019
Q2 		$200K Buy
+11,487
New +$182K 0.03% 309
2018
Q2 		– Sell
-95,791
Closed -$1.63M – 419
2018
Q1 		$1.63M Buy
95,791
+3,860
+4% +$68.3K 0.22% 176
2017
Q4 		$1.72M Buy
91,931
+14,119
+18% +$267K 0.23% 156
2017
Q3 		$1.54M Buy
77,812
+1,087
+1% +$18.5K 0.23% 139
2017
Q2 		$1.28M Buy
76,725
+33,288
+77% +$577K 0.19% 170
2017
Q1 		$717K Buy
+43,437
New +$726K 0.12% 207

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return

Bowling Portfolio Management's KBAL Position: Q3 2020 in Review

Bowling Portfolio Management sold out of Kimball International (KBAL) in Q3 2020, closing a stake of 41,714 shares — an estimated $482K sold.

Bowling Portfolio Management first reported a position in KBAL in Q1 2017 and held it in 10 quarters. The position peaked at $1.72M in Q4 2017. 138 funds tracked by Wall St. Rank hold KBAL as of Q3 2020.

  • Bowling Portfolio Management reported no remaining Kimball International position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 41,714 Kimball International shares in Q3 2020, an estimated $482K.
  • Bowling Portfolio Management first reported a position in Kimball International in Q1 2017 and held it in 10 quarters.
  • Bowling Portfolio Management's Kimball International position peaked at $1.72M in Q4 2017.
  • 138 funds tracked by Wall St. Rank held Kimball International as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.