PHS
KBAL

Pekin Hardy Strauss’s Kimball International KBAL Stock Holding History

Pekin Hardy Strauss’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
2022
Q1 		– Sell
-56,900
Closed -$582K – 372
2021
Q4 		$582K Buy
56,900
+34,435
+153% +$372K 0.08% 209
2021
Q3 		$252K Buy
+22,465
New +$276K 0.04% 287

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Pekin Hardy Strauss's KBAL Position: Q1 2022 in Review

Pekin Hardy Strauss sold out of Kimball International (KBAL) in Q1 2022, closing a stake of 56,900 shares — an estimated $582K sold.

Pekin Hardy Strauss first reported a position in KBAL in Q3 2021 and held it in 2 quarters. The position peaked at $582K in Q4 2021. 119 funds tracked by Wall St. Rank hold KBAL as of Q1 2022.

  • Pekin Hardy Strauss reported no remaining Kimball International position as of Q1 2022 after selling out during the quarter.
  • Pekin Hardy Strauss sold 56,900 Kimball International shares in Q1 2022, an estimated $582K.
  • Pekin Hardy Strauss first reported a position in Kimball International in Q3 2021 and held it in 2 quarters.
  • Pekin Hardy Strauss's Kimball International position peaked at $582K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held Kimball International as of Q1 2022.

Based on Pekin Hardy Strauss's 13F filing for Q1 2022, filed 13 May 2022.