PFO
KBAL

Pathstone Family Office’s Kimball International KBAL Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-8
Closed – – 1420
2020
Q4 		$0 Sell
8
-12,800
-100% -$146K ﹤0.01% 1375
2020
Q3 		$135K Buy
12,808
+12,792
+79,950% +$143K 0.01% 239
2020
Q2 		$0 Buy
+16
New +$183 ﹤0.01% 1015

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Pathstone Family Office's KBAL Position: Q1 2021 in Review

Pathstone Family Office sold out of Kimball International (KBAL) in Q1 2021, closing a stake of 8 shares.

Pathstone Family Office first reported a position in KBAL in Q2 2020 and held it in 3 quarters. The position peaked at $135K in Q3 2020. 128 funds tracked by Wall St. Rank hold KBAL as of Q1 2021.

  • Pathstone Family Office reported no remaining Kimball International position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 8 Kimball International shares in Q1 2021.
  • Pathstone Family Office first reported a position in Kimball International in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's Kimball International position peaked at $135K in Q3 2020.
  • 128 funds tracked by Wall St. Rank held Kimball International as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.