RJA
KBAL

Raymond James & Associates’s Kimball International KBAL Stock Holding History

Raymond James & Associates’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
Q2 		– Sell
-32,415
Closed -$454K – 4255
2021
Q1 		$454K Buy
32,415
+3,266
+11% +$42.4K ﹤0.01% 3091
2020
Q4 		$348K Sell
29,149
-4,180
-13% -$47.6K ﹤0.01% 3039
2020
Q3 		$351K Sell
33,329
-33,458
-50% -$373K ﹤0.01% 2854
2020
Q2 		$772K Buy
66,787
+1,330
+2% +$15.2K ﹤0.01% 2327
2020
Q1 		$780K Sell
65,457
-4,447
-6% -$74K ﹤0.01% 2137
2019
Q4 		$1.45M Sell
69,904
-1,692
-2% -$34.9K ﹤0.01% 2040
2019
Q3 		$1.38M Buy
71,596
+159
+0.2% +$2.84K ﹤0.01% 1992
2019
Q2 		$1.25M Buy
71,437
+3,978
+6% +$62.9K ﹤0.01% 2092
2019
Q1 		$954K Buy
67,459
+7,990
+13% +$120K ﹤0.01% 2236
2018
Q4 		$844K Sell
59,469
-2,341
-4% -$36.6K ﹤0.01% 2182
2018
Q3 		$1.03M Buy
61,810
+31,776
+106% +$540K ﹤0.01% 2240
2018
Q2 		$485K Buy
30,034
+4,927
+20% +$81.6K ﹤0.01% 2714
2018
Q1 		$428K Buy
+25,107
New +$444K ﹤0.01% 2659

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
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Raymond James & Associates's KBAL Position: Q2 2021 in Review

Raymond James & Associates sold out of Kimball International (KBAL) in Q2 2021, closing a stake of 32,415 shares — an estimated $454K sold.

Raymond James & Associates first reported a position in KBAL in Q1 2018 and held it in 13 quarters. The position peaked at $1.45M in Q4 2019. 115 funds tracked by Wall St. Rank hold KBAL as of Q2 2021.

  • Raymond James & Associates reported no remaining Kimball International position as of Q2 2021 after selling out during the quarter.
  • Raymond James & Associates sold 32,415 Kimball International shares in Q2 2021, an estimated $454K.
  • Raymond James & Associates first reported a position in Kimball International in Q1 2018 and held it in 13 quarters.
  • Raymond James & Associates's Kimball International position peaked at $1.45M in Q4 2019.
  • 115 funds tracked by Wall St. Rank held Kimball International as of Q2 2021.

Based on Raymond James & Associates's 13F filing for Q2 2021, filed 11 Aug 2021.