Credit Suisse’s Kimball International KBAL Stock Holding History

Credit Suisse’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	-1	Closed	-$7	–	3898
2022 Q4	$7	Sell	1 -206	-100%	-$1.41K	﹤0.01%	3790
2022 Q3	$1K	Buy	+207	New	+$1.61K	﹤0.01%	3990
2022 Q2	–	Sell	-32,657	Closed	-$276K	–	4524
2022 Q1	$276K	Buy	32,657 +4,191	+15%	+$39.8K	﹤0.01%	3263
2021 Q4	$290K	Buy	28,466 +707	+3%	+$7.65K	﹤0.01%	4125
2021 Q3	$311K	Buy	27,759 +2,249	+9%	+$27.6K	﹤0.01%	4074
2021 Q2	$335K	Sell	25,510 -18,766	-42%	-$256K	﹤0.01%	4060
2021 Q1	$621K	Sell	44,276 -8,460	-16%	-$110K	﹤0.01%	3627
2020 Q4	$629K	Buy	52,736 +14,916	+39%	+$170K	﹤0.01%	3667
2020 Q3	$398K	Sell	37,820 -429	-1%	-$4.78K	﹤0.01%	3510
2020 Q2	$442K	Buy	38,249 +4,949	+15%	+$56.5K	﹤0.01%	3392
2020 Q1	$397K	Sell	33,300 -2,443	-7%	-$40.6K	﹤0.01%	3252
2019 Q4	$738K	Sell	35,743 -6,510	-15%	-$134K	﹤0.01%	3330
2019 Q3	$816K	Buy	42,253 +3,478	+9%	+$62.1K	﹤0.01%	3147
2019 Q2	$675K	Sell	38,775 -2,530	-6%	-$40K	﹤0.01%	3217
2019 Q1	$583K	Sell	41,305 -1,707	-4%	-$25.6K	﹤0.01%	3247
2018 Q4	$611K	Buy	43,012 +3,100	+8%	+$48.5K	﹤0.01%	3141
2018 Q3	$668K	Sell	39,912 -11,125	-22%	-$189K	﹤0.01%	3125
2018 Q2	$825K	Sell	51,037 -6,280	-11%	-$104K	﹤0.01%	3150
2018 Q1	$976K	Buy	57,317 +3,162	+6%	+$55.9K	﹤0.01%	2970
2017 Q4	$1.01M	Sell	54,155 -2,700	-5%	-$51K	﹤0.01%	2986
2017 Q3	$1.12M	Buy	56,855 +32,393	+132%	+$553K	﹤0.01%	3008
2017 Q2	$408K	Sell	24,462 -27,838	-53%	-$482K	﹤0.01%	3280
2017 Q1	$863K	Buy	52,300 +5,556	+12%	+$92.9K	﹤0.01%	2977
2016 Q4	$820K	Sell	46,744 -1,307	-3%	-$19.2K	﹤0.01%	3162
2016 Q3	$622K	Buy	48,051 +7,660	+19%	+$93.4K	﹤0.01%	3296
2016 Q2	$459K	Buy	40,391 +13,713	+51%	+$155K	﹤0.01%	3480
2016 Q1	$302K	Sell	26,678 -11,501	-30%	-$121K	﹤0.01%	3503
2015 Q4	$373K	Sell	38,179 -3,906	-9%	-$43.3K	﹤0.01%	3566
2015 Q3	$399K	Sell	42,085 -39,188	-48%	-$441K	﹤0.01%	3560
2015 Q2	$988K	Buy	81,273 +35,676	+78%	+$411K	﹤0.01%	3199
2015 Q1	$477K	Sell	45,597 -20,207	-31%	-$191K	﹤0.01%	3571
2014 Q4	$600K	Buy	65,804 +26,908	+69%	+$290K	﹤0.01%	3566
2014 Q3	$457K	Sell	38,896 -18,426	-32%	-$229K	﹤0.01%	3703
2014 Q2	$748K	Buy	57,322 +3,788	+7%	+$49.8K	﹤0.01%	3543
2014 Q1	$757K	Sell	53,534 -49,493	-48%	-$652K	﹤0.01%	3367
2013 Q4	$1.21M	Buy	103,027 +36,289	+54%	+$364K	﹤0.01%	3114
2013 Q3	$577K	Buy	66,738 +28,868	+76%	+$244K	﹤0.01%	3408
2013 Q2	$287K	Buy	+37,870	New	+$285K	﹤0.01%	3650

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

Credit Suisse's KBAL Position: Q1 2023 in Review

Credit Suisse sold out of Kimball International (KBAL) in Q1 2023, closing a stake of 1 share — an estimated $7 sold.

Credit Suisse first reported a position in KBAL in Q2 2013 and held it in 38 quarters. The position peaked at $1.21M in Q4 2013. 118 funds tracked by Wall St. Rank hold KBAL as of Q1 2023.

Credit Suisse reported no remaining Kimball International position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 1 Kimball International share in Q1 2023, an estimated $7.
Credit Suisse first reported a position in Kimball International in Q2 2013 and held it in 38 quarters.
Credit Suisse's Kimball International position peaked at $1.21M in Q4 2013.
118 funds tracked by Wall St. Rank held Kimball International as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.