IA
KBAL

IndexIQ Advisors’s Kimball International KBAL Stock Holding History

IndexIQ Advisors’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
-17,586
Closed -$210K – 1358
2020
Q4 		$210K Buy
17,586
+1,816
+12% +$20.7K 0.01% 896
2020
Q3 		$166K Buy
15,770
+855
+6% +$9.53K 0.01% 785
2020
Q2 		$172K Sell
14,915
-1,626
-10% -$18.6K 0.01% 724
2020
Q1 		$197K Sell
16,541
-40,823
-71% -$679K 0.01% 326
2019
Q4 		$1.19M Sell
57,364
-18,207
-24% -$375K 0.04% 220
2019
Q3 		$1.46M Sell
75,571
-14,157
-16% -$253K 0.05% 217
2019
Q2 		$1.56M Buy
89,728
+10,363
+13% +$164K 0.05% 211
2019
Q1 		$1.12M Buy
+79,365
New +$1.19M 0.03% 410

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

IndexIQ Advisors's KBAL Position: Q1 2021 in Review

IndexIQ Advisors sold out of Kimball International (KBAL) in Q1 2021, closing a stake of 17,586 shares — an estimated $210K sold.

IndexIQ Advisors first reported a position in KBAL in Q1 2019 and held it in 8 quarters. The position peaked at $1.56M in Q2 2019. 128 funds tracked by Wall St. Rank hold KBAL as of Q1 2021.

  • IndexIQ Advisors reported no remaining Kimball International position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 17,586 Kimball International shares in Q1 2021, an estimated $210K.
  • IndexIQ Advisors first reported a position in Kimball International in Q1 2019 and held it in 8 quarters.
  • IndexIQ Advisors's Kimball International position peaked at $1.56M in Q2 2019.
  • 128 funds tracked by Wall St. Rank held Kimball International as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.