MSL
KBAL

Mackay Shields LLC’s Kimball International KBAL Stock Holding History

Mackay Shields LLC’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
-32,900
Closed -$347K – 1619
2020
Q3 		$347K Sell
32,900
-60,300
-65% -$672K ﹤0.01% 1251
2020
Q2 		$1.08M Sell
93,200
-24,000
-20% -$274K 0.01% 995
2020
Q1 		$1.4M Sell
117,200
-400
-0.3% -$6.65K 0.01% 819
2019
Q4 		$2.43M Buy
117,600
+38,100
+48% +$785K 0.02% 794
2019
Q3 		$1.53M Buy
79,500
+41,500
+109% +$741K 0.01% 1011
2019
Q2 		$663K Buy
+38,000
New +$601K ﹤0.01% 1221

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

Mackay Shields LLC's KBAL Position: Q4 2020 in Review

Mackay Shields LLC sold out of Kimball International (KBAL) in Q4 2020, closing a stake of 32,900 shares — an estimated $347K sold.

Mackay Shields LLC first reported a position in KBAL in Q2 2019 and held it in 6 quarters. The position peaked at $2.43M in Q4 2019. 136 funds tracked by Wall St. Rank hold KBAL as of Q4 2020.

  • Mackay Shields LLC reported no remaining Kimball International position as of Q4 2020 after selling out during the quarter.
  • Mackay Shields LLC sold 32,900 Kimball International shares in Q4 2020, an estimated $347K.
  • Mackay Shields LLC first reported a position in Kimball International in Q2 2019 and held it in 6 quarters.
  • Mackay Shields LLC's Kimball International position peaked at $2.43M in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Kimball International as of Q4 2020.

Based on Mackay Shields LLC's 13F filing for Q4 2020, filed 16 Feb 2021.