SCM
KBAL

Sterling Capital Management’s Kimball International KBAL Stock Holding History

Sterling 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
2014
Q4 		– Sell
-40,665
Closed -$478K – 972
2014
Q3 		$478K Hold
40,665
– – 0.01% 751
2014
Q2 		$531K Sell
40,665
-29,972
-42% -$394K ﹤0.01% 715
2014
Q1 		$999K Buy
70,637
+31,830
+82% +$419K 0.01% 605
2013
Q4 		$455K Sell
38,807
-3,278
-8% -$32.9K ﹤0.01% 615
2013
Q3 		$364K Sell
42,085
-3,666
-8% -$31K ﹤0.01% 513
2013
Q2 		$347K Buy
+45,751
New +$345K ﹤0.01% 403

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sterling Capital Management's KBAL Position: Q4 2014 in Review

Sterling Capital Management sold out of Kimball International (KBAL) in Q4 2014, closing a stake of 40,665 shares — an estimated $478K sold.

Sterling Capital Management first reported a position in KBAL in Q2 2013 and held it in 6 quarters. The position peaked at $999K in Q1 2014. 113 funds tracked by Wall St. Rank hold KBAL as of Q4 2014.

  • Sterling Capital Management reported no remaining Kimball International position as of Q4 2014 after selling out during the quarter.
  • Sterling Capital Management sold 40,665 Kimball International shares in Q4 2014, an estimated $478K.
  • Sterling Capital Management first reported a position in Kimball International in Q2 2013 and held it in 6 quarters.
  • Sterling Capital Management's Kimball International position peaked at $999K in Q1 2014.
  • 113 funds tracked by Wall St. Rank held Kimball International as of Q4 2014.

Based on Sterling Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.