GT
KBAL

Glenmede Trust’s Kimball International KBAL Stock Holding History

Glenmede Trust’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
Q4 		– Sell
-91
Closed – – 2412
2020
Q3 		$0 Hold
91
– – ﹤0.01% 2624
2020
Q2 		$1K Sell
91
-67
-42% -$765 ﹤0.01% 2403
2020
Q1 		$3K Hold
158
– – ﹤0.01% 2818
2019
Q4 		$3K Sell
158
-40
-20% -$824 ﹤0.01% 2818
2019
Q3 		$3 Sell
198
-18
-8% -$321 ﹤0.01% 2803
2019
Q2 		$3 Hold
216
– – ﹤0.01% 2795
2019
Q1 		$3 Hold
216
– – ﹤0.01% 2778
2018
Q4 		$3 Buy
+216
New +$3.38K ﹤0.01% 2714
2016
Q4 		– Sell
-169
Closed -$2K – 2653
2016
Q3 		$2K Hold
169
– – ﹤0.01% 2418
2016
Q2 		$1K Hold
169
– – ﹤0.01% 2493
2016
Q1 		$1K Buy
+169
New +$1.78K ﹤0.01% 2553

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glenmede Trust's KBAL Position: Q4 2020 in Review

Glenmede Trust sold out of Kimball International (KBAL) in Q4 2020, closing a stake of 91 shares.

Glenmede Trust first reported a position in KBAL in Q1 2016 and held it in 11 quarters. The position peaked at $3K in Q1 2020. 136 funds tracked by Wall St. Rank hold KBAL as of Q4 2020.

  • Glenmede Trust reported no remaining Kimball International position as of Q4 2020 after selling out during the quarter.
  • Glenmede Trust sold 91 Kimball International shares in Q4 2020.
  • Glenmede Trust first reported a position in Kimball International in Q1 2016 and held it in 11 quarters.
  • Glenmede Trust's Kimball International position peaked at $3K in Q1 2020.
  • 136 funds tracked by Wall St. Rank held Kimball International as of Q4 2020.

Based on Glenmede Trust's 13F filing for Q4 2020, filed 16 Feb 2021.