KCM
KBAL

Kennedy Capital Management’s Kimball International KBAL Stock Holding History

Kennedy Capital 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
-465,367
Closed -$3.02M – 654
2022
Q4 		$3.02M Sell
465,367
-26,376
-5% -$180K 0.09% 358
2022
Q3 		$3.09M Buy
491,743
+6,120
+1% +$47.5K 0.09% 350
2022
Q2 		$3.73M Buy
485,623
+2,360
+0.5% +$19.3K 0.1% 329
2022
Q1 		$4.08M Buy
483,263
+21,681
+5% +$206K 0.1% 348
2021
Q4 		$4.72M Buy
461,582
+70,969
+18% +$768K 0.1% 360
2021
Q3 		$4.38M Buy
390,613
+41,507
+12% +$510K 0.1% 368
2021
Q2 		$4.59M Buy
349,106
+160,011
+85% +$2.18M 0.1% 371
2021
Q1 		$2.65M Buy
+189,095
New +$2.45M 0.05% 485

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

Kennedy Capital Management's KBAL Position: Q1 2023 in Review

Kennedy Capital Management sold out of Kimball International (KBAL) in Q1 2023, closing a stake of 465,367 shares — an estimated $3.02M sold.

Kennedy Capital Management first reported a position in KBAL in Q1 2021 and held it in 8 quarters. The position peaked at $4.72M in Q4 2021. 118 funds tracked by Wall St. Rank hold KBAL as of Q1 2023.

  • Kennedy Capital Management reported no remaining Kimball International position as of Q1 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 465,367 Kimball International shares in Q1 2023, an estimated $3.02M.
  • Kennedy Capital Management first reported a position in Kimball International in Q1 2021 and held it in 8 quarters.
  • Kennedy Capital Management's Kimball International position peaked at $4.72M in Q4 2021.
  • 118 funds tracked by Wall St. Rank held Kimball International as of Q1 2023.

Based on Kennedy Capital Management's 13F filing for Q1 2023, filed 15 May 2023.