EVM
KBAL

Eaton Vance Management’s Kimball International KBAL Stock Holding History

Eaton Vance 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
2022
Q1 		– Sell
-998,254
Closed -$10.2M – 2847
2021
Q4 		$10.2M Buy
998,254
+32,478
+3% +$351K 0.01% 617
2021
Q3 		$10.8M Buy
965,776
+9,140
+1% +$112K 0.02% 555
2021
Q2 		$12.6M Buy
956,636
+20,741
+2% +$283K 0.02% 557
2021
Q1 		$13.1M Buy
935,895
+437,779
+88% +$5.68M 0.02% 513
2020
Q4 		$5.95M Buy
498,116
+52,136
+12% +$593K 0.01% 655
2020
Q3 		$4.7M Buy
445,980
+79,267
+22% +$883K 0.01% 643
2020
Q2 		$4.24M Buy
+366,713
New +$4.19M 0.01% 639

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Eaton Vance Management's KBAL Position: Q1 2022 in Review

Eaton Vance Management sold out of Kimball International (KBAL) in Q1 2022, closing a stake of 998,254 shares — an estimated $10.2M sold.

Eaton Vance Management first reported a position in KBAL in Q2 2020 and held it in 7 quarters. The position peaked at $13.1M in Q1 2021. 119 funds tracked by Wall St. Rank hold KBAL as of Q1 2022.

  • Eaton Vance Management reported no remaining Kimball International position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 998,254 Kimball International shares in Q1 2022, an estimated $10.2M.
  • Eaton Vance Management first reported a position in Kimball International in Q2 2020 and held it in 7 quarters.
  • Eaton Vance Management's Kimball International position peaked at $13.1M in Q1 2021.
  • 119 funds tracked by Wall St. Rank held Kimball International as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.