JG
KBAL

Jefferies Group’s Kimball International KBAL Stock Holding History

Jefferies Group’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
2020
Q1 		– Sell
-20,941
Closed -$433K – 2806
2019
Q4 		$433K Buy
+20,941
New +$432K ﹤0.01% 1902
2017
Q3 		– Sell
-10,367
Closed -$173K – 2687
2017
Q2 		$173K Buy
+10,367
New +$180K ﹤0.01% 2056
2015
Q3 		– Sell
-1,603
Closed -$19K – 3227
2015
Q2 		$19K Buy
+1,603
New +$18.5K ﹤0.01% 2635

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
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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Jefferies Group's KBAL Position: Q1 2020 in Review

Jefferies Group sold out of Kimball International (KBAL) in Q1 2020, closing a stake of 20,941 shares — an estimated $433K sold.

Jefferies Group first reported a position in KBAL in Q2 2015 and held it in 3 quarters. The position peaked at $433K in Q4 2019. 126 funds tracked by Wall St. Rank hold KBAL as of Q1 2020.

  • Jefferies Group reported no remaining Kimball International position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 20,941 Kimball International shares in Q1 2020, an estimated $433K.
  • Jefferies Group first reported a position in Kimball International in Q2 2015 and held it in 3 quarters.
  • Jefferies Group's Kimball International position peaked at $433K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held Kimball International as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.