GAM
KBAL

Gotham Asset Management’s Kimball International KBAL Stock Holding History

Gotham Asset Management’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
Q1 		– Sell
-12,122
Closed -$226K – 1107
2017
Q4 		$226K Sell
12,122
-12,340
-50% -$233K ﹤0.01% 865
2017
Q3 		$484K Buy
24,462
+4,116
+20% +$70.2K 0.01% 707
2017
Q2 		$340K Sell
20,346
-6,255
-24% -$108K ﹤0.01% 814
2017
Q1 		$439K Sell
26,601
-2,788
-9% -$46.6K 0.01% 785
2016
Q4 		$516K Buy
29,389
+17,326
+144% +$254K 0.01% 725
2016
Q3 		$156K Buy
+12,063
New +$147K ﹤0.01% 880
2014
Q4 		– Sell
-42,482
Closed -$499K – 1077
2014
Q3 		$499K Sell
42,482
-97,385
-70% -$1.21M 0.01% 767
2014
Q2 		$1.83M Buy
139,867
+33,794
+32% +$444K 0.02% 549
2014
Q1 		$1.5M Sell
106,073
-80,101
-43% -$1.06M 0.02% 583
2013
Q4 		$2.18M Buy
186,174
+62,887
+51% +$631K 0.05% 470
2013
Q3 		$1.07M Buy
123,287
+9,003
+8% +$76.2K 0.03% 569
2013
Q2 		$866K Buy
+114,284
New +$861K 0.04% 564

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Gotham Asset Management's KBAL Position: Q1 2018 in Review

Gotham Asset Management sold out of Kimball International (KBAL) in Q1 2018, closing a stake of 12,122 shares — an estimated $226K sold.

Gotham Asset Management first reported a position in KBAL in Q2 2013 and held it in 12 quarters. The position peaked at $2.18M in Q4 2013. 116 funds tracked by Wall St. Rank hold KBAL as of Q1 2018.

  • Gotham Asset Management reported no remaining Kimball International position as of Q1 2018 after selling out during the quarter.
  • Gotham Asset Management sold 12,122 Kimball International shares in Q1 2018, an estimated $226K.
  • Gotham Asset Management first reported a position in Kimball International in Q2 2013 and held it in 12 quarters.
  • Gotham Asset Management's Kimball International position peaked at $2.18M in Q4 2013.
  • 116 funds tracked by Wall St. Rank held Kimball International as of Q1 2018.

Based on Gotham Asset Management's 13F filing for Q1 2018, filed 15 May 2018.