Principal Financial Group
KBAL

Principal Financial Group’s Kimball International KBAL Stock Holding History

Principal Financial Group’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
Q4 		– Sell
-37,107
Closed -$416K – 2675
2021
Q3 		$416K Sell
37,107
-277
-0.7% -$3.4K ﹤0.01% 2223
2021
Q2 		$492K Buy
37,384
+22,417
+150% +$305K ﹤0.01% 2220
2021
Q1 		$210K Buy
14,967
+1,135
+8% +$14.7K ﹤0.01% 2372
2020
Q4 		$165K Buy
+13,832
New +$157K ﹤0.01% 2324
2014
Q1 		– Sell
-17,360
Closed -$204K – 2314
2013
Q4 		$204K Sell
17,360
-322
-2% -$3.23K ﹤0.01% 2149
2013
Q3 		$153K Sell
17,682
-1,132
-6% -$9.58K ﹤0.01% 2169
2013
Q2 		$143K Buy
+18,814
New +$142K ﹤0.01% 2154

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Principal Financial Group's KBAL Position: Q4 2021 in Review

Principal Financial Group sold out of Kimball International (KBAL) in Q4 2021, closing a stake of 37,107 shares — an estimated $416K sold.

Principal Financial Group first reported a position in KBAL in Q2 2013 and held it in 7 quarters. The position peaked at $492K in Q2 2021. 121 funds tracked by Wall St. Rank hold KBAL as of Q4 2021.

  • Principal Financial Group reported no remaining Kimball International position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 37,107 Kimball International shares in Q4 2021, an estimated $416K.
  • Principal Financial Group first reported a position in Kimball International in Q2 2013 and held it in 7 quarters.
  • Principal Financial Group's Kimball International position peaked at $492K in Q2 2021.
  • 121 funds tracked by Wall St. Rank held Kimball International as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.