MCM
KBAL

Matarin Capital Management’s Kimball International KBAL Stock Holding History

Matarin Capital 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
Q1 		– Sell
-58,277
Closed -$1.21M – 253
2019
Q4 		$1.21M Sell
58,277
-2,216
-4% -$45.7K 0.12% 174
2019
Q3 		$1.17M Buy
+60,493
New +$1.08M 0.09% 196

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Dimensional Fund Advisors
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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
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Matarin Capital Management's KBAL Position: Q1 2020 in Review

Matarin Capital Management sold out of Kimball International (KBAL) in Q1 2020, closing a stake of 58,277 shares — an estimated $1.21M sold.

Matarin Capital Management first reported a position in KBAL in Q3 2019 and held it in 2 quarters. The position peaked at $1.21M in Q4 2019. 126 funds tracked by Wall St. Rank hold KBAL as of Q1 2020.

  • Matarin Capital Management reported no remaining Kimball International position as of Q1 2020 after selling out during the quarter.
  • Matarin Capital Management sold 58,277 Kimball International shares in Q1 2020, an estimated $1.21M.
  • Matarin Capital Management first reported a position in Kimball International in Q3 2019 and held it in 2 quarters.
  • Matarin Capital Management's Kimball International position peaked at $1.21M in Q4 2019.
  • 126 funds tracked by Wall St. Rank held Kimball International as of Q1 2020.

Based on Matarin Capital Management's 13F filing for Q1 2020, filed 27 Apr 2020.