SBL
KBAL

Sargent Bickham Lagudis’s Kimball International KBAL Stock Holding History

Sargent Bickham Lagudis’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
2018
Q2 		– Sell
-81
Closed -$1K – 811
2018
Q1 		$1K Buy
+81
New +$1.43K ﹤0.01% 748

Other funds holding KBAL

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sargent Bickham Lagudis's KBAL Position: Q2 2018 in Review

Sargent Bickham Lagudis sold out of Kimball International (KBAL) in Q2 2018, closing a stake of 81 shares — an estimated $1K sold.

Sargent Bickham Lagudis first reported a position in KBAL in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 108 funds tracked by Wall St. Rank hold KBAL as of Q2 2018.

  • Sargent Bickham Lagudis reported no remaining Kimball International position as of Q2 2018 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 81 Kimball International shares in Q2 2018, an estimated $1K.
  • Sargent Bickham Lagudis first reported a position in Kimball International in Q1 2018 and held it in 1 quarter.
  • Sargent Bickham Lagudis's Kimball International position peaked at $1K in Q1 2018.
  • 108 funds tracked by Wall St. Rank held Kimball International as of Q2 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2018, filed 13 Sep 2021.