Oppenheimer Asset Management’s Kimball International KBAL Stock Holding History

Oppenheimer Asset 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 Q2	–	Sell	-7,047	Closed	-$84K	–	1480
2020 Q1	$84K	Sell	7,047 -31	-0.4%	-$516	﹤0.01%	1146
2019 Q4	$146K	Sell	7,078 -133	-2%	-$2.74K	﹤0.01%	1122
2019 Q3	$139K	Buy	7,211 +921	+15%	+$16.4K	﹤0.01%	1119
2019 Q2	$110K	Buy	6,290 +47	+0.8%	+$743	﹤0.01%	1202
2019 Q1	$88K	Buy	6,243 +396	+7%	+$5.93K	﹤0.01%	1250
2018 Q4	$83K	Buy	+5,847	New	+$91.5K	﹤0.01%	1230
2017 Q4	–	Sell	-2,788	Closed	-$55K	–	1542
2017 Q3	$55K	Buy	2,788 +245	+10%	+$4.18K	﹤0.01%	1350
2017 Q2	$42K	Buy	2,543 +1,800	+242%	+$31.2K	﹤0.01%	1383
2017 Q1	$12K	Buy	+743	New	+$12.4K	﹤0.01%	1521

Other funds holding KBAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Oppenheimer Asset Management's KBAL Position: Q2 2020 in Review

Oppenheimer Asset Management sold out of Kimball International (KBAL) in Q2 2020, closing a stake of 7,047 shares — an estimated $84K sold.

Oppenheimer Asset Management first reported a position in KBAL in Q1 2017 and held it in 9 quarters. The position peaked at $146K in Q4 2019. 129 funds tracked by Wall St. Rank hold KBAL as of Q2 2020.

Oppenheimer Asset Management reported no remaining Kimball International position as of Q2 2020 after selling out during the quarter.
Oppenheimer Asset Management sold 7,047 Kimball International shares in Q2 2020, an estimated $84K.
Oppenheimer Asset Management first reported a position in Kimball International in Q1 2017 and held it in 9 quarters.
Oppenheimer Asset Management's Kimball International position peaked at $146K in Q4 2019.
129 funds tracked by Wall St. Rank held Kimball International as of Q2 2020.

Based on Oppenheimer Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.