EFSCE
KBAL

Enterprise Financial Services Corp (EFSC)’s Kimball International KBAL Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
-1,579
Closed -$33K – 1374
2019
Q4 		$33K Buy
1,579
+514
+48% +$10.6K 0.01% 489
2019
Q3 		$21K Buy
1,065
+497
+88% +$8.88K ﹤0.01% 555
2019
Q2 		$10K Buy
+568
New +$8.98K ﹤0.01% 750

Other funds holding KBAL

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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

Enterprise Financial Services Corp (EFSC)'s KBAL Position: Q1 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of Kimball International (KBAL) in Q1 2020, closing a stake of 1,579 shares — an estimated $33K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in KBAL in Q2 2019 and held it in 3 quarters. The position peaked at $33K in Q4 2019. 126 funds tracked by Wall St. Rank hold KBAL as of Q1 2020.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Kimball International position as of Q1 2020 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 1,579 Kimball International shares in Q1 2020, an estimated $33K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Kimball International in Q2 2019 and held it in 3 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Kimball International position peaked at $33K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held Kimball International as of Q1 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2020, filed 15 May 2020.