FQ
KBAL

First Quadrant’s Kimball International KBAL Stock Holding History

First Quadrant’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
Q2 		– Sell
-28,024
Closed -$334K – 860
2020
Q1 		$334K Sell
28,024
-26,319
-48% -$438K 0.05% 330
2019
Q4 		$1.12M Buy
54,343
+30,554
+128% +$630K 0.09% 210
2019
Q3 		$459K Sell
23,789
-20,178
-46% -$360K 0.04% 320
2019
Q2 		$766K Buy
43,967
+15,357
+54% +$243K 0.05% 340
2019
Q1 		$405K Buy
28,610
+11,012
+63% +$165K 0.03% 390
2018
Q4 		$250K Buy
17,598
+12,049
+217% +$189K 0.02% 491
2018
Q3 		$93K Buy
+5,549
New +$94.3K ﹤0.01% 720
2018
Q1 		– Sell
-17,843
Closed -$333K – 951
2017
Q4 		$333K Sell
17,843
-13,408
-43% -$253K 0.01% 626
2017
Q3 		$618K Sell
31,251
-15,083
-33% -$257K 0.01% 517
2017
Q2 		$773K Sell
46,334
-8,468
-15% -$147K 0.02% 469
2017
Q1 		$904K Hold
54,802
– – 0.02% 464
2016
Q4 		$962K Sell
54,802
-21,829
-28% -$321K 0.02% 446
2016
Q3 		$992K Buy
+76,631
New +$934K 0.02% 433
2014
Q4 		– Sell
-32,025
Closed -$376K – 819
2014
Q3 		$376K Buy
32,025
+512
+2% +$6.38K 0.01% 485
2014
Q2 		$411K Buy
31,513
+18,831
+148% +$248K 0.01% 494
2014
Q1 		$179K Hold
12,682
– – ﹤0.01% 536
2013
Q4 		$149K Hold
12,682
– – ﹤0.01% 585
2013
Q3 		$110K Hold
12,682
– – ﹤0.01% 592
2013
Q2 		$96K Buy
+12,682
New +$95.5K ﹤0.01% 602

Other funds holding KBAL

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Quadrant's KBAL Position: Q2 2020 in Review

First Quadrant sold out of Kimball International (KBAL) in Q2 2020, closing a stake of 28,024 shares — an estimated $334K sold.

First Quadrant first reported a position in KBAL in Q2 2013 and held it in 19 quarters. The position peaked at $1.12M in Q4 2019. 129 funds tracked by Wall St. Rank hold KBAL as of Q2 2020.

  • First Quadrant reported no remaining Kimball International position as of Q2 2020 after selling out during the quarter.
  • First Quadrant sold 28,024 Kimball International shares in Q2 2020, an estimated $334K.
  • First Quadrant first reported a position in Kimball International in Q2 2013 and held it in 19 quarters.
  • First Quadrant's Kimball International position peaked at $1.12M in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Kimball International as of Q2 2020.

Based on First Quadrant's 13F filing for Q2 2020, filed 28 Jul 2020.