Schroder Investment Management Group
KBAL

Schroder Investment Management Group’s Kimball International KBAL Stock Holding History

Schroder Investment Management 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
2013
Q4 		– Sell
-14,347
Closed -$124K – 1582
2013
Q3 		$124K Sell
14,347
-71,480
-83% -$605K ﹤0.01% 1262
2013
Q2 		$651K Buy
+85,827
New +$646K ﹤0.01% 1074

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Schroder Investment Management Group's KBAL Position: Q4 2013 in Review

Schroder Investment Management Group sold out of Kimball International (KBAL) in Q4 2013, closing a stake of 14,347 shares — an estimated $124K sold.

Schroder Investment Management Group first reported a position in KBAL in Q2 2013 and held it in 2 quarters. The position peaked at $651K in Q2 2013. 108 funds tracked by Wall St. Rank hold KBAL as of Q4 2013.

  • Schroder Investment Management Group reported no remaining Kimball International position as of Q4 2013 after selling out during the quarter.
  • Schroder Investment Management Group sold 14,347 Kimball International shares in Q4 2013, an estimated $124K.
  • Schroder Investment Management Group first reported a position in Kimball International in Q2 2013 and held it in 2 quarters.
  • Schroder Investment Management Group's Kimball International position peaked at $651K in Q2 2013.
  • 108 funds tracked by Wall St. Rank held Kimball International as of Q4 2013.

Based on Schroder Investment Management Group's 13F filing for Q4 2013, filed 14 Feb 2014.