NSIM
KBAL

North Star Investment Management’s Kimball International KBAL Stock Holding History

North Star Investment 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
Q4 		– Sell
-63,200
Closed -$666K – 1069
2020
Q3 		$666K Hold
63,200
– – 0.08% 212
2020
Q2 		$731K Buy
63,200
+12,300
+24% +$140K 0.1% 193
2020
Q1 		$606K Buy
50,900
+3,500
+7% +$58.2K 0.09% 198
2019
Q4 		$980K Hold
47,400
– – 0.1% 205
2019
Q3 		$915K Sell
47,400
-550
-1% -$9.82K 0.1% 215
2019
Q2 		$836K Buy
+47,950
New +$758K 0.1% 229

Other funds holding KBAL

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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

North Star Investment Management's KBAL Position: Q4 2020 in Review

North Star Investment Management sold out of Kimball International (KBAL) in Q4 2020, closing a stake of 63,200 shares — an estimated $666K sold.

North Star Investment Management first reported a position in KBAL in Q2 2019 and held it in 6 quarters. The position peaked at $980K in Q4 2019. 136 funds tracked by Wall St. Rank hold KBAL as of Q4 2020.

  • North Star Investment Management reported no remaining Kimball International position as of Q4 2020 after selling out during the quarter.
  • North Star Investment Management sold 63,200 Kimball International shares in Q4 2020, an estimated $666K.
  • North Star Investment Management first reported a position in Kimball International in Q2 2019 and held it in 6 quarters.
  • North Star Investment Management's Kimball International position peaked at $980K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Kimball International as of Q4 2020.

Based on North Star Investment Management's 13F filing for Q4 2020, filed 12 Jan 2021.