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 2.13% 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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $4.07B AUM 78.71% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EVR Research's KBAL Position: Q1 2023 in Review

EVR Research sold out of Kimball International (KBAL) in Q1 2023, closing a stake of 1,088,000 shares — an estimated $7.07M sold.

EVR Research first reported a position in KBAL in Q1 2022 and held it in 4 quarters. The position peaked at $7.07M in Q4 2022. 118 funds tracked by Wall St. Rank hold KBAL as of Q1 2023.

  • EVR Research reported no remaining Kimball International position as of Q1 2023 after selling out during the quarter.
  • EVR Research sold 1,088,000 Kimball International shares in Q1 2023, an estimated $7.07M.
  • EVR Research first reported a position in Kimball International in Q1 2022 and held it in 4 quarters.
  • EVR Research's Kimball International position peaked at $7.07M in Q4 2022.
  • 118 funds tracked by Wall St. Rank held Kimball International as of Q1 2023.

Based on EVR Research's 13F filing for Q1 2023, filed 15 May 2023.