MWNA
KBAL

Marshall Wace North America’s Kimball International KBAL Stock Holding History

Marshall Wace North America’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
Q4 		– Sell
-759
Closed -$15K – 1694
2019
Q3 		$15K Buy
+759
New +$13.6K ﹤0.01% 1244
2018
Q1 		– Sell
-23,451
Closed -$438K – 1773
2017
Q4 		$438K Buy
+23,451
New +$443K ﹤0.01% 1173

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marshall Wace North America's KBAL Position: Q4 2019 in Review

Marshall Wace North America sold out of Kimball International (KBAL) in Q4 2019, closing a stake of 759 shares — an estimated $15K sold.

Marshall Wace North America first reported a position in KBAL in Q4 2017 and held it in 2 quarters. The position peaked at $438K in Q4 2017. 133 funds tracked by Wall St. Rank hold KBAL as of Q4 2019.

  • Marshall Wace North America reported no remaining Kimball International position as of Q4 2019 after selling out during the quarter.
  • Marshall Wace North America sold 759 Kimball International shares in Q4 2019, an estimated $15K.
  • Marshall Wace North America first reported a position in Kimball International in Q4 2017 and held it in 2 quarters.
  • Marshall Wace North America's Kimball International position peaked at $438K in Q4 2017.
  • 133 funds tracked by Wall St. Rank held Kimball International as of Q4 2019.

Based on Marshall Wace North America's 13F filing for Q4 2019, filed 14 Feb 2020.