Northwestern Mutual Wealth Management
KBAL

Northwestern Mutual Wealth Management’s Kimball International KBAL Stock Holding History

Northwestern Mutual Wealth 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
2023
Q2 		– Sell
-2,616
Closed -$32.4K – 3702
2023
Q1 		$32.4K Hold
2,616
– – ﹤0.01% 2097
2022
Q4 		$17K Hold
2,616
– – ﹤0.01% 2308
2022
Q3 		$16K Hold
2,616
– – ﹤0.01% 2316
2022
Q2 		$20K Hold
2,616
– – ﹤0.01% 2260
2022
Q1 		$22K Hold
2,616
– – ﹤0.01% 2280
2021
Q4 		$27K Hold
2,616
– – ﹤0.01% 2213
2021
Q3 		$29K Hold
2,616
– – ﹤0.01% 2086
2021
Q2 		$34K Hold
2,616
– – ﹤0.01% 1986
2021
Q1 		$37K Hold
2,616
– – ﹤0.01% 1845
2020
Q4 		$31K Hold
2,616
– – ﹤0.01% 1808
2020
Q3 		$28K Hold
2,616
– – ﹤0.01% 1702
2020
Q2 		$30K Hold
2,616
– – ﹤0.01% 1601
2020
Q1 		$31K Buy
+2,616
New +$43.5K ﹤0.01% 1565
2019
Q4 		– Sell
-63
Closed -$1K – 2678
2019
Q3 		$1K Buy
+63
New +$1.13K ﹤0.01% 2415

Other funds holding KBAL

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Northwestern Mutual Wealth Management's KBAL Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of Kimball International (KBAL) in Q2 2023, closing a stake of 2,616 shares — an estimated $32.4K sold.

Northwestern Mutual Wealth Management first reported a position in KBAL in Q3 2019 and held it in 14 quarters. The position peaked at $37K in Q1 2021. 1 fund tracked by Wall St. Rank holds KBAL as of Q2 2023.

  • Northwestern Mutual Wealth Management reported no remaining Kimball International position as of Q2 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,616 Kimball International shares in Q2 2023, an estimated $32.4K.
  • Northwestern Mutual Wealth Management first reported a position in Kimball International in Q3 2019 and held it in 14 quarters.
  • Northwestern Mutual Wealth Management's Kimball International position peaked at $37K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Kimball International as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.