Rockefeller Capital Management
KBAL

Rockefeller Capital Management’s Kimball International KBAL Stock Holding History

Rockefeller Capital Management’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
2023
Q1 		– Sell
-328
Closed -$2K – 4168
2022
Q4 		$2K Buy
+328
New +$2.24K ﹤0.01% 3626
2022
Q3 		– Sell
-347
Closed -$2K – 4539
2022
Q2 		$2K Buy
+347
New +$2.84K ﹤0.01% 3876
2020
Q3 		– Sell
-96
Closed -$1K – 2872
2020
Q2 		$1K Buy
+96
New +$1.1K ﹤0.01% 2541

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
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VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rockefeller Capital Management's KBAL Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Kimball International (KBAL) in Q1 2023, closing a stake of 328 shares — an estimated $2K sold.

Rockefeller Capital Management first reported a position in KBAL in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2022. 118 funds tracked by Wall St. Rank hold KBAL as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Kimball International position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 328 Kimball International shares in Q1 2023, an estimated $2K.
  • Rockefeller Capital Management first reported a position in Kimball International in Q2 2020 and held it in 3 quarters.
  • Rockefeller Capital Management's Kimball International position peaked at $2K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held Kimball International as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.