PSUF
KBAL

People's United Financial’s Kimball International KBAL Stock Holding History

People's United Financial’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
2019
Q3 		– Sell
-10,491
Closed -$183K – 772
2019
Q2 		$183K Buy
+10,491
New +$166K 0.01% 731
2019
Q1 		– Sell
-15,659
Closed -$222K – 756
2018
Q4 		$222K Hold
15,659
– – 0.01% 670
2018
Q3 		$262K Hold
15,659
– – 0.01% 634
2018
Q2 		$253K Hold
15,659
– – 0.01% 717
2018
Q1 		$267K Hold
15,659
– – 0.01% 632
2017
Q4 		$292K Buy
15,659
+2,679
+21% +$50.6K 0.01% 618
2017
Q3 		$257K Hold
12,980
– – 0.01% 489
2017
Q2 		$217K Buy
+12,980
New +$225K 0.01% 603

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
RA
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

People's United Financial's KBAL Position: Q3 2019 in Review

People's United Financial sold out of Kimball International (KBAL) in Q3 2019, closing a stake of 10,491 shares — an estimated $183K sold.

People's United Financial first reported a position in KBAL in Q2 2017 and held it in 8 quarters. The position peaked at $292K in Q4 2017. 130 funds tracked by Wall St. Rank hold KBAL as of Q3 2019.

  • People's United Financial reported no remaining Kimball International position as of Q3 2019 after selling out during the quarter.
  • People's United Financial sold 10,491 Kimball International shares in Q3 2019, an estimated $183K.
  • People's United Financial first reported a position in Kimball International in Q2 2017 and held it in 8 quarters.
  • People's United Financial's Kimball International position peaked at $292K in Q4 2017.
  • 130 funds tracked by Wall St. Rank held Kimball International as of Q3 2019.

Based on People's United Financial's 13F filing for Q3 2019, filed 14 Nov 2019.