HSBC Holdings
KBAL

HSBC Holdings’s Kimball International KBAL Stock Holding History

HSBC Holdings’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
2021
Q1 		– Sell
-26,126
Closed -$312K – 3232
2020
Q4 		$312K Buy
26,126
+6,253
+31% +$71.2K ﹤0.01% 2547
2020
Q3 		$210K Buy
+19,873
New +$221K ﹤0.01% 2441
2020
Q2 		– Sell
-10,440
Closed -$123K – 2923
2020
Q1 		$123K Sell
10,440
-1,581
-13% -$26.3K ﹤0.01% 2439
2019
Q4 		$247K Sell
12,021
-53
-0.4% -$1.09K ﹤0.01% 2693
2019
Q3 		$234K Buy
12,074
+1,607
+15% +$28.7K ﹤0.01% 2781
2019
Q2 		$182K Sell
10,467
-353
-3% -$5.58K ﹤0.01% 2575
2019
Q1 		$153K Buy
+10,820
New +$162K ﹤0.01% 2598
2017
Q1 		– Sell
-15,448
Closed -$272K – 2678
2016
Q4 		$272K Buy
15,448
+407
+3% +$5.98K ﹤0.01% 2308
2016
Q3 		$195K Hold
15,041
– – ﹤0.01% 1942
2016
Q2 		$171K Buy
15,041
+156
+1% +$1.77K ﹤0.01% 1953
2016
Q1 		$169K Buy
14,885
+105
+0.7% +$1.11K ﹤0.01% 1962
2015
Q4 		$144K Sell
14,780
-3
-0% -$33 ﹤0.01% 2124
2015
Q3 		$140K Buy
+14,783
New +$166K ﹤0.01% 1843

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HSBC Holdings's KBAL Position: Q1 2021 in Review

HSBC Holdings sold out of Kimball International (KBAL) in Q1 2021, closing a stake of 26,126 shares — an estimated $312K sold.

HSBC Holdings first reported a position in KBAL in Q3 2015 and held it in 13 quarters. The position peaked at $312K in Q4 2020. 128 funds tracked by Wall St. Rank hold KBAL as of Q1 2021.

  • HSBC Holdings reported no remaining Kimball International position as of Q1 2021 after selling out during the quarter.
  • HSBC Holdings sold 26,126 Kimball International shares in Q1 2021, an estimated $312K.
  • HSBC Holdings first reported a position in Kimball International in Q3 2015 and held it in 13 quarters.
  • HSBC Holdings's Kimball International position peaked at $312K in Q4 2020.
  • 128 funds tracked by Wall St. Rank held Kimball International as of Q1 2021.

Based on HSBC Holdings's 13F filing for Q1 2021, filed 14 May 2021.