Fidelity Investments’s Kimball International KBAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-767
| Closed | -$9.51K | – | 5663 |
|
|
2023
Q1 | $9.51K | Sell |
767
-94,125
| -99% | -$810K | ﹤0.01% | 4148 |
|
|
2022
Q4 | $617K | Sell |
94,892
-3,118
| -3% | -$21.3K | ﹤0.01% | 2653 |
|
|
2022
Q3 | $616K | Buy |
98,010
+3,497
| +4% | +$27.1K | ﹤0.01% | 2723 |
|
|
2022
Q2 | $725K | Sell |
94,513
-2,868
| -3% | -$23.5K | ﹤0.01% | 2750 |
|
|
2022
Q1 | $823K | Buy |
97,381
+91,681
| +1,608% | +$871K | ﹤0.01% | 2833 |
|
|
2021
Q4 | $58K | Sell |
5,700
-38,700
| -87% | -$419K | ﹤0.01% | 3206 |
|
|
2021
Q3 | $497K | Hold |
44,400
| – | – | ﹤0.01% | 2801 |
|
|
2021
Q2 | $584K | Buy |
44,400
+4,700
| +12% | +$64K | ﹤0.01% | 2745 |
|
|
2021
Q1 | $556K | Buy |
39,700
+39,172
| +7,419% | +$509K | ﹤0.01% | 2672 |
|
|
2020
Q4 | $6K | Hold |
528
| – | – | ﹤0.01% | 3421 |
|
|
2020
Q3 | $6K | Hold |
528
| – | – | ﹤0.01% | 3299 |
|
|
2020
Q2 | $6K | Sell |
528
-406
| -43% | -$4.64K | ﹤0.01% | 3220 |
|
|
2020
Q1 | $11K | Buy |
934
+391
| +72% | +$6.5K | ﹤0.01% | 3099 |
|
|
2019
Q4 | $11K | Buy |
543
+14
| +3% | +$289 | ﹤0.01% | 3263 |
|
|
2019
Q3 | $10K | Buy |
529
+33
| +7% | +$589 | ﹤0.01% | 3251 |
|
|
2019
Q2 | $9K | Sell |
496
-322
| -39% | -$5.09K | ﹤0.01% | 3263 |
|
|
2019
Q1 | $12K | Sell |
818
-563
| -41% | -$8.44K | ﹤0.01% | 3095 |
|
|
2018
Q4 | $20K | Hold |
1,381
| – | – | ﹤0.01% | 2898 |
|
|
2018
Q3 | $23K | Buy |
+1,381
| New | +$23.5K | ﹤0.01% | 2976 |
|
Other funds holding KBAL
Fidelity Investments's KBAL Position: Q2 2023 in Review
Fidelity Investments sold out of Kimball International (KBAL) in Q2 2023, closing a stake of 767 shares — an estimated $9.51K sold.
Fidelity Investments first reported a position in KBAL in Q3 2018 and held it in 19 quarters. The position peaked at $823K in Q1 2022. 1 fund tracked by Wall St. Rank holds KBAL as of Q2 2023.
- Fidelity Investments reported no remaining Kimball International position as of Q2 2023 after selling out during the quarter.
- Fidelity Investments sold 767 Kimball International shares in Q2 2023, an estimated $9.51K.
- Fidelity Investments first reported a position in Kimball International in Q3 2018 and held it in 19 quarters.
- Fidelity Investments's Kimball International position peaked at $823K in Q1 2022.
- 1 fund tracked by Wall St. Rank held Kimball International as of Q2 2023.
Based on Fidelity Investments's 13F filing for Q2 2023, filed 11 Aug 2023.