Stone Ridge Asset Management’s Kimball International KBAL Stock Holding History

Stone Ridge Asset 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
2020 Q3	–	Sell	-18,713	Closed	-$216K	–	539
2020 Q2	$216K	Sell	18,713 -12,040	-39%	-$138K	0.03%	505
2020 Q1	$366K	Buy	30,753 +5,007	+19%	+$83.3K	0.04%	461
2019 Q4	$532K	Hold	25,746	–	–	0.03%	622
2019 Q3	$497K	Buy	25,746 +2,882	+13%	+$51.5K	0.03%	690
2019 Q2	$399K	Buy	22,864 +12,210	+115%	+$193K	0.02%	817
2019 Q1	$151K	Sell	10,654 -35,942	-77%	-$539K	0.01%	1068
2018 Q4	$661K	Sell	46,596 -11,818	-20%	-$185K	0.04%	638
2018 Q3	$978K	Sell	58,414 -6,437	-10%	-$109K	0.05%	491
2018 Q2	$1.05M	Hold	64,851	–	–	0.06%	394
2018 Q1	$1.1M	Hold	64,851	–	–	0.06%	349
2017 Q4	$1.21M	Buy	+64,851	New	+$1.22M	0.08%	302

Other funds holding KBAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SAM

Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return

Stone Ridge Asset Management's KBAL Position: Q3 2020 in Review

Stone Ridge Asset Management sold out of Kimball International (KBAL) in Q3 2020, closing a stake of 18,713 shares — an estimated $216K sold.

Stone Ridge Asset Management first reported a position in KBAL in Q4 2017 and held it in 11 quarters. The position peaked at $1.21M in Q4 2017. 138 funds tracked by Wall St. Rank hold KBAL as of Q3 2020.

Stone Ridge Asset Management reported no remaining Kimball International position as of Q3 2020 after selling out during the quarter.
Stone Ridge Asset Management sold 18,713 Kimball International shares in Q3 2020, an estimated $216K.
Stone Ridge Asset Management first reported a position in Kimball International in Q4 2017 and held it in 11 quarters.
Stone Ridge Asset Management's Kimball International position peaked at $1.21M in Q4 2017.
138 funds tracked by Wall St. Rank held Kimball International as of Q3 2020.

Based on Stone Ridge Asset Management's 13F filing for Q3 2020.