LAM
KBAL

Lakewood Asset Management’s Kimball International KBAL Stock Holding History

Lakewood Asset 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
-10,693
Closed -$70K – 316
2022
Q4 		$70K Buy
+10,693
New +$73.1K 0.06% 153

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

Lakewood Asset Management's KBAL Position: Q1 2023 in Review

Lakewood Asset Management sold out of Kimball International (KBAL) in Q1 2023, closing a stake of 10,693 shares — an estimated $70K sold.

Lakewood Asset Management first reported a position in KBAL in Q4 2022 and held it in 1 quarter. The position peaked at $70K in Q4 2022. 118 funds tracked by Wall St. Rank hold KBAL as of Q1 2023.

  • Lakewood Asset Management reported no remaining Kimball International position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 10,693 Kimball International shares in Q1 2023, an estimated $70K.
  • Lakewood Asset Management first reported a position in Kimball International in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Kimball International position peaked at $70K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held Kimball International as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.