Federated Hermes
KBAL

Federated Hermes’s Kimball International KBAL Stock Holding History

Federated Hermes’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
Q3 		– Sell
-922
Closed -$15K – 2355
2018
Q2 		$15K Buy
922
+123
+15% +$2.04K ﹤0.01% 1850
2018
Q1 		$14K Sell
799
-667
-45% -$11.8K ﹤0.01% 1822
2017
Q4 		$27K Sell
1,466
-21
-1% -$396 ﹤0.01% 1728
2017
Q3 		$29K Buy
1,487
+778
+110% +$13.3K ﹤0.01% 1702
2017
Q2 		$12K Hold
709
– – ﹤0.01% 1810
2017
Q1 		$12K Buy
709
+206
+41% +$3.44K ﹤0.01% 1799
2016
Q4 		$9K Buy
+503
New +$7.39K ﹤0.01% 1850
2016
Q2 		– Sell
-226
Closed -$3K – 2204
2016
Q1 		$3K Sell
226
-853
-79% -$9K ﹤0.01% 1956
2015
Q4 		$11K Sell
1,079
-408
-27% -$4.52K ﹤0.01% 1788
2015
Q3 		$14K Sell
1,487
-13,860
-90% -$156K ﹤0.01% 1704
2015
Q2 		$187K Buy
15,347
+5,154
+51% +$59.4K ﹤0.01% 1510
2015
Q1 		$107K Sell
10,193
-33
-0.3% -$313 ﹤0.01% 1597
2014
Q4 		$93K Sell
10,226
-1,174
-10% -$12.6K ﹤0.01% 1595
2014
Q3 		$134K Sell
11,400
-2,846
-20% -$35.4K ﹤0.01% 1550
2014
Q2 		$186K Sell
14,246
-5,057
-26% -$66.5K ﹤0.01% 1505
2014
Q1 		$273K Buy
19,303
+5,632
+41% +$74.2K ﹤0.01% 1454
2013
Q4 		$160K Buy
13,671
+2,594
+23% +$26K ﹤0.01% 1523
2013
Q3 		$96K Buy
11,077
+787
+8% +$6.66K ﹤0.01% 1567
2013
Q2 		$78K Buy
+10,290
New +$77.5K ﹤0.01% 1550

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Federated Hermes's KBAL Position: Q3 2018 in Review

Federated Hermes sold out of Kimball International (KBAL) in Q3 2018, closing a stake of 922 shares — an estimated $15K sold.

Federated Hermes first reported a position in KBAL in Q2 2013 and held it in 19 quarters. The position peaked at $273K in Q1 2014. 107 funds tracked by Wall St. Rank hold KBAL as of Q3 2018.

  • Federated Hermes reported no remaining Kimball International position as of Q3 2018 after selling out during the quarter.
  • Federated Hermes sold 922 Kimball International shares in Q3 2018, an estimated $15K.
  • Federated Hermes first reported a position in Kimball International in Q2 2013 and held it in 19 quarters.
  • Federated Hermes's Kimball International position peaked at $273K in Q1 2014.
  • 107 funds tracked by Wall St. Rank held Kimball International as of Q3 2018.

Based on Federated Hermes's 13F filing for Q3 2018, filed 13 Nov 2018.