OQS
KBAL

Occudo Quantitative Strategies’s Kimball International KBAL Stock Holding History

Occudo Quantitative Strategies’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
Q1 		– Sell
-19,702
Closed -$128K – 1288
2022
Q4 		$128K Sell
19,702
-774
-4% -$5.29K 0.01% 830
2022
Q3 		$129K Buy
20,476
+955
+5% +$7.41K 0.01% 1013
2022
Q2 		$150K Sell
19,521
-1,819
-9% -$14.9K 0.01% 961
2022
Q1 		$180K Sell
21,340
-3,219
-13% -$30.6K 0.02% 961
2021
Q4 		$251K Buy
24,559
+5,080
+26% +$54.9K 0.02% 827
2021
Q3 		$218K Buy
+19,479
New +$239K 0.03% 836

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Occudo Quantitative Strategies's KBAL Position: Q1 2023 in Review

Occudo Quantitative Strategies sold out of Kimball International (KBAL) in Q1 2023, closing a stake of 19,702 shares — an estimated $128K sold.

Occudo Quantitative Strategies first reported a position in KBAL in Q3 2021 and held it in 6 quarters. The position peaked at $251K in Q4 2021. 118 funds tracked by Wall St. Rank hold KBAL as of Q1 2023.

  • Occudo Quantitative Strategies reported no remaining Kimball International position as of Q1 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 19,702 Kimball International shares in Q1 2023, an estimated $128K.
  • Occudo Quantitative Strategies first reported a position in Kimball International in Q3 2021 and held it in 6 quarters.
  • Occudo Quantitative Strategies's Kimball International position peaked at $251K in Q4 2021.
  • 118 funds tracked by Wall St. Rank held Kimball International as of Q1 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2023, filed 15 May 2023.