Jacobs Levy Equity Management
KBAL

Jacobs Levy Equity Management’s Kimball International KBAL Stock Holding History

Jacobs Levy Equity 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
Q1 		– Sell
-260,310
Closed -$1.69M – 1093
2022
Q4 		$1.69M Sell
260,310
-43,689
-14% -$299K 0.01% 592
2022
Q3 		$1.91M Sell
303,999
-39,822
-12% -$309K 0.02% 568
2022
Q2 		$2.64M Buy
343,821
+24,193
+8% +$198K 0.02% 538
2022
Q1 		$2.7M Buy
319,628
+36,823
+13% +$350K 0.02% 559
2021
Q4 		$2.89M Sell
282,805
-56,136
-17% -$607K 0.02% 543
2021
Q3 		$3.8M Sell
338,941
-28,938
-8% -$355K 0.03% 491
2021
Q2 		$4.84M Buy
367,879
+54,548
+17% +$743K 0.03% 439
2021
Q1 		$4.39M Buy
313,331
+127,959
+69% +$1.66M 0.03% 443
2020
Q4 		$2.21M Buy
185,372
+74,746
+68% +$851K 0.02% 560
2020
Q3 		$1.17M Buy
+110,626
New +$1.23M 0.01% 627
2015
Q2 		– Sell
-11,000
Closed -$115K – 873
2015
Q1 		$115K Sell
11,000
-101,118
-90% -$958K ﹤0.01% 739
2014
Q4 		$1.02M Buy
+112,118
New +$1.21M 0.02% 497
2014
Q3 		– Sell
-13,066
Closed -$171K – 931
2014
Q2 		$171K Sell
13,066
-1,922
-13% -$25.3K ﹤0.01% 768
2014
Q1 		$212K Sell
14,988
-55,440
-79% -$731K ﹤0.01% 814
2013
Q4 		$826K Sell
70,428
-34,230
-33% -$344K 0.01% 616
2013
Q3 		$906K Sell
104,658
-640
-0.6% -$5.42K 0.02% 555
2013
Q2 		$798K Buy
+105,298
New +$793K 0.01% 624

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management's KBAL Position: Q1 2023 in Review

Jacobs Levy Equity Management sold out of Kimball International (KBAL) in Q1 2023, closing a stake of 260,310 shares — an estimated $1.69M sold.

Jacobs Levy Equity Management first reported a position in KBAL in Q2 2013 and held it in 17 quarters. The position peaked at $4.84M in Q2 2021. 118 funds tracked by Wall St. Rank hold KBAL as of Q1 2023.

  • Jacobs Levy Equity Management reported no remaining Kimball International position as of Q1 2023 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 260,310 Kimball International shares in Q1 2023, an estimated $1.69M.
  • Jacobs Levy Equity Management first reported a position in Kimball International in Q2 2013 and held it in 17 quarters.
  • Jacobs Levy Equity Management's Kimball International position peaked at $4.84M in Q2 2021.
  • 118 funds tracked by Wall St. Rank held Kimball International as of Q1 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2023, filed 15 May 2023.