DGHMC
KBAL

Dalton, Greiner, Hartman, Maher & Co’s Kimball International KBAL Stock Holding History

Dalton, Greiner, Hartman, Maher & Co’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
2018
Q2 		– Sell
-130,891
Closed -$2.23M – 174
2018
Q1 		$2.23M Buy
130,891
+1,540
+1% +$27.2K 0.15% 125
2017
Q4 		$2.42M Buy
129,351
+27,406
+27% +$517K 0.13% 131
2017
Q3 		$2.02M Buy
+101,945
New +$1.74M 0.11% 134

Other funds holding KBAL

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dalton, Greiner, Hartman, Maher & Co's KBAL Position: Q2 2018 in Review

Dalton, Greiner, Hartman, Maher & Co sold out of Kimball International (KBAL) in Q2 2018, closing a stake of 130,891 shares — an estimated $2.23M sold.

Dalton, Greiner, Hartman, Maher & Co first reported a position in KBAL in Q3 2017 and held it in 3 quarters. The position peaked at $2.42M in Q4 2017. 108 funds tracked by Wall St. Rank hold KBAL as of Q2 2018.

  • Dalton, Greiner, Hartman, Maher & Co reported no remaining Kimball International position as of Q2 2018 after selling out during the quarter.
  • Dalton, Greiner, Hartman, Maher & Co sold 130,891 Kimball International shares in Q2 2018, an estimated $2.23M.
  • Dalton, Greiner, Hartman, Maher & Co first reported a position in Kimball International in Q3 2017 and held it in 3 quarters.
  • Dalton, Greiner, Hartman, Maher & Co's Kimball International position peaked at $2.42M in Q4 2017.
  • 108 funds tracked by Wall St. Rank held Kimball International as of Q2 2018.

Based on Dalton, Greiner, Hartman, Maher & Co's 13F filing for Q2 2018, filed 11 Jul 2018.