BCM
KBAL

Bridgeway Capital Management’s Kimball International KBAL Stock Holding History

Bridgeway Capital 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
Q1 		– Sell
-31,400
Closed -$649K – 1379
2019
Q4 		$649K Sell
31,400
-6,800
-18% -$140K 0.01% 866
2019
Q3 		$737K Sell
38,200
-3,900
-9% -$69.6K 0.01% 815
2019
Q2 		$734K Sell
42,100
-11,700
-22% -$185K 0.01% 844
2019
Q1 		$761K Hold
53,800
– – 0.01% 863
2018
Q4 		$763K Buy
53,800
+23,400
+77% +$366K 0.01% 841
2018
Q3 		$509K Buy
+30,400
New +$517K 0.01% 1137
2017
Q3 		– Sell
-19,750
Closed -$330K – 1458
2017
Q2 		$330K Buy
19,750
+450
+2% +$7.8K ﹤0.01% 1191
2017
Q1 		$318K Sell
19,300
-3,474
-15% -$58.1K ﹤0.01% 1195
2016
Q4 		$400K Sell
22,774
-23,626
-51% -$347K 0.01% 1157
2016
Q3 		$600K Sell
46,400
-122,100
-72% -$1.49M 0.01% 1008
2016
Q2 		$1.92M Buy
168,500
+4,900
+3% +$55.6K 0.03% 539
2016
Q1 		$1.86M Buy
163,600
+27,600
+20% +$291K 0.03% 544
2015
Q4 		$1.33M Sell
136,000
-75,000
-36% -$832K 0.02% 628
2015
Q3 		$2M Hold
211,000
– – 0.04% 488
2015
Q2 		$2.57M Hold
211,000
– – 0.05% 427
2015
Q1 		$2.21M Sell
211,000
-350
-0.2% -$3.32K 0.05% 489
2014
Q4 		$1.93M Buy
211,350
+23,876
+13% +$257K 0.04% 527
2014
Q3 		$2.2M Sell
187,474
-321
-0.2% -$4K 0.06% 455
2014
Q2 		$2.45M Buy
187,795
+32,794
+21% +$431K 0.06% 449
2014
Q1 		$2.19M Hold
155,001
– – 0.06% 464
2013
Q4 		$1.82M Hold
155,001
– – 0.06% 512
2013
Q3 		$1.34M Hold
155,001
– – 0.05% 594
2013
Q2 		$1.18M Buy
+155,001
New +$1.17M 0.05% 559

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bridgeway Capital Management's KBAL Position: Q1 2020 in Review

Bridgeway Capital Management sold out of Kimball International (KBAL) in Q1 2020, closing a stake of 31,400 shares — an estimated $649K sold.

Bridgeway Capital Management first reported a position in KBAL in Q2 2013 and held it in 23 quarters. The position peaked at $2.57M in Q2 2015. 126 funds tracked by Wall St. Rank hold KBAL as of Q1 2020.

  • Bridgeway Capital Management reported no remaining Kimball International position as of Q1 2020 after selling out during the quarter.
  • Bridgeway Capital Management sold 31,400 Kimball International shares in Q1 2020, an estimated $649K.
  • Bridgeway Capital Management first reported a position in Kimball International in Q2 2013 and held it in 23 quarters.
  • Bridgeway Capital Management's Kimball International position peaked at $2.57M in Q2 2015.
  • 126 funds tracked by Wall St. Rank held Kimball International as of Q1 2020.

Based on Bridgeway Capital Management's 13F filing for Q1 2020, filed 15 May 2020.