MAM
KBAL

Martingale Asset Management’s Kimball International KBAL Stock Holding History

Martingale 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
2020
Q2 		– Sell
-47,441
Closed -$566K – 1091
2020
Q1 		$566K Sell
47,441
-40,018
-46% -$666K 0.01% 794
2019
Q4 		$1.81M Sell
87,459
-11
-0% -$227 0.02% 619
2019
Q3 		$1.69M Buy
87,470
+29,131
+50% +$520K 0.02% 638
2019
Q2 		$1.02M Buy
+58,339
New +$923K 0.01% 771
2018
Q1 		– Sell
-67,941
Closed -$1.27M – 1008
2017
Q4 		$1.27M Sell
67,941
-46,635
-41% -$880K 0.02% 659
2017
Q3 		$2.27M Buy
114,576
+22,802
+25% +$389K 0.03% 530
2017
Q2 		$1.53M Buy
+91,774
New +$1.59M 0.02% 626
2015
Q1 		– Sell
-16,700
Closed -$153K – 916
2014
Q4 		$153K Sell
16,700
-87,266
-84% -$940K ﹤0.01% 826
2014
Q3 		$1.22M Hold
103,966
– – 0.04% 413
2014
Q2 		$1.36M Sell
103,966
-1,025
-1% -$13.5K 0.04% 411
2014
Q1 		$1.49M Buy
104,991
+9,877
+10% +$130K 0.05% 360
2013
Q4 		$1.12M Buy
95,114
+2,302
+2% +$23.1K 0.04% 496
2013
Q3 		$804K Hold
92,812
– – 0.03% 613
2013
Q2 		$704K Buy
+92,812
New +$699K 0.03% 640

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Martingale Asset Management's KBAL Position: Q2 2020 in Review

Martingale Asset Management sold out of Kimball International (KBAL) in Q2 2020, closing a stake of 47,441 shares — an estimated $566K sold.

Martingale Asset Management first reported a position in KBAL in Q2 2013 and held it in 14 quarters. The position peaked at $2.27M in Q3 2017. 129 funds tracked by Wall St. Rank hold KBAL as of Q2 2020.

  • Martingale Asset Management reported no remaining Kimball International position as of Q2 2020 after selling out during the quarter.
  • Martingale Asset Management sold 47,441 Kimball International shares in Q2 2020, an estimated $566K.
  • Martingale Asset Management first reported a position in Kimball International in Q2 2013 and held it in 14 quarters.
  • Martingale Asset Management's Kimball International position peaked at $2.27M in Q3 2017.
  • 129 funds tracked by Wall St. Rank held Kimball International as of Q2 2020.

Based on Martingale Asset Management's 13F filing for Q2 2020, filed 10 Aug 2020.