ER
KBAL

EVR Research’s Kimball International KBAL Stock Holding History

EVR Research’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
-1,088,000
Closed -$7.07M – 46
2022
Q4 		$7.07M Buy
1,088,000
+18,000
+2% +$123K 2.2% 15
2022
Q3 		$6.73M Buy
1,070,000
+375,060
+54% +$2.91M 2% 17
2022
Q2 		$5.33M Buy
694,940
+55,058
+9% +$451K 1.57% 20
2022
Q1 		$5.41M Buy
+639,882
New +$6.08M 2% 20

Other funds holding KBAL

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WIC
Water Island Capital New York $750M AUM 107.59% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return