HIM
KBAL

Hillsdale Investment Management’s Kimball International KBAL Stock Holding History

Hillsdale Investment 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
2020
Q3 		– Sell
-182,700
Closed -$2.11M – 676
2020
Q2 		$2.11M Sell
182,700
-400
-0.2% -$4.57K 0.19% 155
2020
Q1 		$2.18M Sell
183,100
-1,000
-0.5% -$16.6K 0.26% 120
2019
Q4 		$3.81M Buy
184,100
+24,400
+15% +$503K 0.33% 105
2019
Q3 		$3.08M Buy
+159,700
New +$2.85M 0.27% 112
2018
Q2 		– Sell
-70,800
Closed -$1.21M – 564
2018
Q1 		$1.21M Hold
70,800
– – 0.17% 129
2017
Q4 		$1.32M Buy
70,800
+2,000
+3% +$37.8K 0.21% 95
2017
Q3 		$1.36M Sell
68,800
-3,000
-4% -$51.2K 0.23% 76
2017
Q2 		$1.2M Sell
71,800
-180
-0.3% -$3.12K 0.23% 78
2017
Q1 		$1.19M Hold
71,980
– – 0.24% 77
2016
Q4 		$1.26M Buy
+71,980
New +$1.06M 0.26% 64

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
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
SAM
Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return

Hillsdale Investment Management's KBAL Position: Q3 2020 in Review

Hillsdale Investment Management sold out of Kimball International (KBAL) in Q3 2020, closing a stake of 182,700 shares — an estimated $2.11M sold.

Hillsdale Investment Management first reported a position in KBAL in Q4 2016 and held it in 10 quarters. The position peaked at $3.81M in Q4 2019. 138 funds tracked by Wall St. Rank hold KBAL as of Q3 2020.

  • Hillsdale Investment Management reported no remaining Kimball International position as of Q3 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 182,700 Kimball International shares in Q3 2020, an estimated $2.11M.
  • Hillsdale Investment Management first reported a position in Kimball International in Q4 2016 and held it in 10 quarters.
  • Hillsdale Investment Management's Kimball International position peaked at $3.81M in Q4 2019.
  • 138 funds tracked by Wall St. Rank held Kimball International as of Q3 2020.

Based on Hillsdale Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.