FP
KBAL

Foundry Partners’s Kimball International KBAL Stock Holding History

Foundry Partners’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
-442,456
Closed -$2.88M – 353
2022
Q4 		$2.88M Sell
442,456
-305
-0.1% -$2.09K 0.16% 175
2022
Q3 		$2.79M Buy
442,761
+6,647
+2% +$51.6K 0.18% 161
2022
Q2 		$3.35M Hold
436,114
– – 0.2% 133
2022
Q1 		$3.69M Buy
436,114
+87,092
+25% +$827K 0.19% 154
2021
Q4 		$3.57M Buy
+349,022
New +$3.78M 0.13% 196
2014
Q4 		– Sell
-49,229
Closed -$578K – 281
2014
Q3 		$578K Sell
49,229
-384
-0.8% -$4.78K 0.05% 203
2014
Q2 		$648K Sell
49,613
-365
-0.7% -$4.8K 0.06% 204
2014
Q1 		$707K Sell
49,978
-83,972
-63% -$1.11M 0.07% 212
2013
Q4 		$1.57M Buy
+133,950
New +$1.34M 0.14% 144

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T 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 $896M AUM 107.59% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B 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

Foundry Partners's KBAL Position: Q1 2023 in Review

Foundry Partners sold out of Kimball International (KBAL) in Q1 2023, closing a stake of 442,456 shares — an estimated $2.88M sold.

Foundry Partners first reported a position in KBAL in Q4 2013 and held it in 9 quarters. The position peaked at $3.69M in Q1 2022. 118 funds tracked by Wall St. Rank hold KBAL as of Q1 2023.

  • Foundry Partners reported no remaining Kimball International position as of Q1 2023 after selling out during the quarter.
  • Foundry Partners sold 442,456 Kimball International shares in Q1 2023, an estimated $2.88M.
  • Foundry Partners first reported a position in Kimball International in Q4 2013 and held it in 9 quarters.
  • Foundry Partners's Kimball International position peaked at $3.69M in Q1 2022.
  • 118 funds tracked by Wall St. Rank held Kimball International as of Q1 2023.

Based on Foundry Partners's 13F filing for Q1 2023, filed 3 May 2023.