JGC
KBAL

J. Goldman & Co’s Kimball International KBAL Stock Holding History

J. Goldman & Co’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
2022
Q3 		– Sell
-360,723
Closed -$2.77M – 526
2022
Q2 		$2.77M Sell
360,723
-224,769
-38% -$1.84M 0.13% 174
2022
Q1 		$4.95M Buy
585,492
+60,000
+11% +$570K 0.23% 124
2021
Q4 		$5.38M Sell
525,492
-114,053
-18% -$1.23M 0.3% 97
2021
Q3 		$7.16M Buy
639,545
+122,270
+24% +$1.5M 0.36% 78
2021
Q2 		$6.8M Buy
517,275
+58,847
+13% +$802K 0.26% 98
2021
Q1 		$6.42M Buy
+458,428
New +$5.95M 0.21% 125

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

J. Goldman & Co's KBAL Position: Q3 2022 in Review

J. Goldman & Co sold out of Kimball International (KBAL) in Q3 2022, closing a stake of 360,723 shares — an estimated $2.77M sold.

J. Goldman & Co first reported a position in KBAL in Q1 2021 and held it in 6 quarters. The position peaked at $7.16M in Q3 2021. 115 funds tracked by Wall St. Rank hold KBAL as of Q3 2022.

  • J. Goldman & Co reported no remaining Kimball International position as of Q3 2022 after selling out during the quarter.
  • J. Goldman & Co sold 360,723 Kimball International shares in Q3 2022, an estimated $2.77M.
  • J. Goldman & Co first reported a position in Kimball International in Q1 2021 and held it in 6 quarters.
  • J. Goldman & Co's Kimball International position peaked at $7.16M in Q3 2021.
  • 115 funds tracked by Wall St. Rank held Kimball International as of Q3 2022.

Based on J. Goldman & Co's 13F filing for Q3 2022, filed 14 Nov 2022.