Loomis, Sayles & Company
KBAL

Loomis, Sayles & Company’s Kimball International KBAL Stock Holding History

Loomis, Sayles & Company’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
Q4 		– Sell
-564,318
Closed -$5.95M – 838
2020
Q3 		$5.95M Buy
564,318
+11,668
+2% +$130K 0.01% 382
2020
Q2 		$6.39M Sell
552,650
-378
-0.1% -$4.32K 0.01% 379
2020
Q1 		$6.59M Buy
553,028
+160,229
+41% +$2.67M 0.01% 349
2019
Q4 		$8.12M Sell
392,799
-3,083
-0.8% -$63.5K 0.01% 385
2019
Q3 		$7.64M Sell
395,882
-1,030
-0.3% -$18.4K 0.01% 379
2019
Q2 		$6.92M Sell
396,912
-63,535
-14% -$1M 0.01% 389
2019
Q1 		$6.51M Sell
460,447
-9,678
-2% -$145K 0.01% 404
2018
Q4 		$6.67M Sell
470,125
-2,296
-0.5% -$35.9K 0.02% 385
2018
Q3 		$7.91M Buy
472,421
+13,960
+3% +$237K 0.02% 417
2018
Q2 		$7.41M Sell
458,461
-1,158
-0.3% -$19.2K 0.02% 486
2018
Q1 		$7.83M Buy
459,619
+60,837
+15% +$1.08M 0.02% 472
2017
Q4 		$7.45M Sell
398,782
-511
-0.1% -$9.65K 0.02% 480
2017
Q3 		$7.89M Sell
399,293
-6,334
-2% -$108K 0.02% 467
2017
Q2 		$6.77M Sell
405,627
-154,312
-28% -$2.67M 0.02% 476
2017
Q1 		$9.24M Sell
559,939
-12,885
-2% -$215K 0.02% 431
2016
Q4 		$10.1M Sell
572,824
-2,931
-0.5% -$43K 0.02% 430
2016
Q3 		$7.45M Sell
575,755
-15,316
-3% -$187K 0.02% 467
2016
Q2 		$6.73M Buy
591,071
+28,705
+5% +$325K 0.02% 475
2016
Q1 		$6.38M Buy
562,366
+458,630
+442% +$4.84M 0.02% 469
2015
Q4 		$1.01M Sell
103,736
-11,556
-10% -$128K ﹤0.01% 581
2015
Q3 		$1.09M Hold
115,292
– – ﹤0.01% 544
2015
Q2 		$1.4M Sell
115,292
-1,668
-1% -$19.2K ﹤0.01% 550
2015
Q1 		$1.23M Sell
116,960
-1,089
-0.9% -$10.3K ﹤0.01% 579
2014
Q4 		$1.08M Buy
+118,049
New +$1.27M ﹤0.01% 573

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loomis, Sayles & Company's KBAL Position: Q4 2020 in Review

Loomis, Sayles & Company sold out of Kimball International (KBAL) in Q4 2020, closing a stake of 564,318 shares — an estimated $5.95M sold.

Loomis, Sayles & Company first reported a position in KBAL in Q4 2014 and held it in 24 quarters. The position peaked at $10.1M in Q4 2016. 136 funds tracked by Wall St. Rank hold KBAL as of Q4 2020.

  • Loomis, Sayles & Company reported no remaining Kimball International position as of Q4 2020 after selling out during the quarter.
  • Loomis, Sayles & Company sold 564,318 Kimball International shares in Q4 2020, an estimated $5.95M.
  • Loomis, Sayles & Company first reported a position in Kimball International in Q4 2014 and held it in 24 quarters.
  • Loomis, Sayles & Company's Kimball International position peaked at $10.1M in Q4 2016.
  • 136 funds tracked by Wall St. Rank held Kimball International as of Q4 2020.

Based on Loomis, Sayles & Company's 13F filing for Q4 2020, filed 12 Feb 2021.