Hotchkis & Wiley Capital Management
KBAL

Hotchkis & Wiley Capital Management’s Kimball International KBAL Stock Holding History

Hotchkis & Wiley Capital 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
2023
Q2 		– Sell
-396,640
Closed -$4.92M – 494
2023
Q1 		$4.92M Sell
396,640
-409,740
-51% -$3.53M 0.02% 350
2022
Q4 		$5.24M Buy
806,380
+50,680
+7% +$347K 0.02% 350
2022
Q3 		$4.75M Sell
755,700
-128,400
-15% -$997K 0.02% 288
2022
Q2 		$6.78M Buy
884,100
+25,900
+3% +$212K 0.03% 258
2022
Q1 		$7.25M Buy
858,200
+175,170
+26% +$1.66M 0.02% 277
2021
Q4 		$6.99M Buy
683,030
+313,230
+85% +$3.39M 0.02% 276
2021
Q3 		$4.14M Buy
369,800
+24,630
+7% +$302K 0.01% 385
2021
Q2 		$4.54M Buy
345,170
+26,080
+8% +$355K 0.01% 354
2021
Q1 		$4.47M Buy
319,090
+28,890
+10% +$375K 0.01% 320
2020
Q4 		$3.47M Buy
+290,200
New +$3.3M 0.01% 361

Other funds holding KBAL

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management's KBAL Position: Q2 2023 in Review

Hotchkis & Wiley Capital Management sold out of Kimball International (KBAL) in Q2 2023, closing a stake of 396,640 shares — an estimated $4.92M sold.

Hotchkis & Wiley Capital Management first reported a position in KBAL in Q4 2020 and held it in 10 quarters. The position peaked at $7.25M in Q1 2022. 1 fund tracked by Wall St. Rank holds KBAL as of Q2 2023.

  • Hotchkis & Wiley Capital Management reported no remaining Kimball International position as of Q2 2023 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 396,640 Kimball International shares in Q2 2023, an estimated $4.92M.
  • Hotchkis & Wiley Capital Management first reported a position in Kimball International in Q4 2020 and held it in 10 quarters.
  • Hotchkis & Wiley Capital Management's Kimball International position peaked at $7.25M in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Kimball International as of Q2 2023.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.