JIM
KBAL

Jupiter Investment Management’s Kimball International KBAL Stock Holding History

Jupiter Investment 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
2019
Q1 		– Sell
-20,793
Closed -$295K – 449
2018
Q4 		$295K Sell
20,793
-26,276
-56% -$411K ﹤0.01% 309
2018
Q3 		$788K Sell
47,069
-29,001
-38% -$493K 0.01% 295
2018
Q2 		$1.23M Hold
76,070
– – 0.01% 264
2018
Q1 		$1.3M Hold
76,070
– – 0.01% 260
2017
Q4 		$1.42M Sell
76,070
-3,176
-4% -$60K 0.01% 235
2017
Q3 		$1.57M Buy
79,246
+12,332
+18% +$210K 0.02% 201
2017
Q2 		$1.12M Buy
+66,914
New +$1.16M 0.01% 245

Other funds holding KBAL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $481B AUM 30.42% 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

Jupiter Investment Management's KBAL Position: Q1 2019 in Review

Jupiter Investment Management sold out of Kimball International (KBAL) in Q1 2019, closing a stake of 20,793 shares — an estimated $295K sold.

Jupiter Investment Management first reported a position in KBAL in Q2 2017 and held it in 7 quarters. The position peaked at $1.57M in Q3 2017. 114 funds tracked by Wall St. Rank hold KBAL as of Q1 2019.

  • Jupiter Investment Management reported no remaining Kimball International position as of Q1 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 20,793 Kimball International shares in Q1 2019, an estimated $295K.
  • Jupiter Investment Management first reported a position in Kimball International in Q2 2017 and held it in 7 quarters.
  • Jupiter Investment Management's Kimball International position peaked at $1.57M in Q3 2017.
  • 114 funds tracked by Wall St. Rank held Kimball International as of Q1 2019.

Based on Jupiter Investment Management's 13F filing for Q1 2019, filed 7 May 2019.