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 – 816
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 $5.7T 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return