JIR
KBAL

James Investment Research’s Kimball International KBAL Stock Holding History

James Investment Research’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
2019
Q2 		– Sell
-27,405
Closed -$388K – 815
2019
Q1 		$388K Buy
27,405
+1,205
+5% +$18.1K 0.03% 472
2018
Q4 		$372K Buy
26,200
+2,575
+11% +$40.3K 0.02% 486
2018
Q3 		$396K Buy
23,625
+1,920
+9% +$32.6K 0.02% 534
2018
Q2 		$351K Buy
21,705
+45
+0.2% +$746 0.01% 546
2018
Q1 		$369K Sell
21,660
-61,900
-74% -$1.09M 0.01% 530
2017
Q4 		$1.56M Hold
83,560
– – 0.05% 431
2017
Q3 		$1.65M Sell
83,560
-620
-0.7% -$10.6K 0.06% 376
2017
Q2 		$1.41M Buy
+84,180
New +$1.46M 0.04% 298

Other funds holding KBAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

James Investment Research's KBAL Position: Q2 2019 in Review

James Investment Research sold out of Kimball International (KBAL) in Q2 2019, closing a stake of 27,405 shares — an estimated $388K sold.

James Investment Research first reported a position in KBAL in Q2 2017 and held it in 8 quarters. The position peaked at $1.65M in Q3 2017. 126 funds tracked by Wall St. Rank hold KBAL as of Q2 2019.

  • James Investment Research reported no remaining Kimball International position as of Q2 2019 after selling out during the quarter.
  • James Investment Research sold 27,405 Kimball International shares in Q2 2019, an estimated $388K.
  • James Investment Research first reported a position in Kimball International in Q2 2017 and held it in 8 quarters.
  • James Investment Research's Kimball International position peaked at $1.65M in Q3 2017.
  • 126 funds tracked by Wall St. Rank held Kimball International as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.