Covestor’s Kimball International KBAL Stock Holding History

Covestor’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
2023 Q1	–	Sell	-178	Closed	-$1K	–	2768
2022 Q4	$1K	Buy	178 +146	+456%	+$998	﹤0.01%	1971
2022 Q3	$0	Buy	+32	New	+$248	﹤0.01%	2812

Other funds holding KBAL

BlackRock New York $5.72T AUM 30.48% 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

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Covestor's KBAL Position: Q1 2023 in Review

Covestor sold out of Kimball International (KBAL) in Q1 2023, closing a stake of 178 shares — an estimated $1K sold.

Covestor first reported a position in KBAL in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 118 funds tracked by Wall St. Rank hold KBAL as of Q1 2023.

Covestor reported no remaining Kimball International position as of Q1 2023 after selling out during the quarter.
Covestor sold 178 Kimball International shares in Q1 2023, an estimated $1K.
Covestor first reported a position in Kimball International in Q3 2022 and held it in 2 quarters.
Covestor's Kimball International position peaked at $1K in Q4 2022.
118 funds tracked by Wall St. Rank held Kimball International as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.