NI
KBAL

Numeric Investors’s Kimball International KBAL Stock Holding History

Numeric Investors’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
2014
Q4 		– Sell
-734,310
Closed -$8.63M – 1005
2014
Q3 		$8.63M Buy
734,310
+34,971
+5% +$436K 0.13% 159
2014
Q2 		$9.13M Buy
699,339
+78,519
+13% +$1.03M 0.14% 162
2014
Q1 		$8.78M Sell
620,820
-12,810
-2% -$169K 0.15% 161
2013
Q4 		$7.43M Buy
633,630
+20,880
+3% +$210K 0.12% 170
2013
Q3 		$5.3M Sell
612,750
-5,454
-0.9% -$46.2K 0.1% 207
2013
Q2 		$4.69M Buy
+618,204
New +$4.66M 0.09% 208

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Numeric Investors's KBAL Position: Q4 2014 in Review

Numeric Investors sold out of Kimball International (KBAL) in Q4 2014, closing a stake of 734,310 shares — an estimated $8.63M sold.

Numeric Investors first reported a position in KBAL in Q2 2013 and held it in 6 quarters. The position peaked at $9.13M in Q2 2014. 113 funds tracked by Wall St. Rank hold KBAL as of Q4 2014.

  • Numeric Investors reported no remaining Kimball International position as of Q4 2014 after selling out during the quarter.
  • Numeric Investors sold 734,310 Kimball International shares in Q4 2014, an estimated $8.63M.
  • Numeric Investors first reported a position in Kimball International in Q2 2013 and held it in 6 quarters.
  • Numeric Investors's Kimball International position peaked at $9.13M in Q2 2014.
  • 113 funds tracked by Wall St. Rank held Kimball International as of Q4 2014.

Based on Numeric Investors's 13F filing for Q4 2014, filed 6 Feb 2015.