SGI
KBAL

Summit Global Investments’s Kimball International KBAL Stock Holding History

Summit Global Investments’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
2021
Q4 		– Sell
-21,900
Closed -$245K – 644
2021
Q3 		$245K Buy
21,900
+2,900
+15% +$35.6K 0.02% 423
2021
Q2 		$250K Buy
+19,000
New +$259K 0.02% 497

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Summit Global Investments's KBAL Position: Q4 2021 in Review

Summit Global Investments sold out of Kimball International (KBAL) in Q4 2021, closing a stake of 21,900 shares — an estimated $245K sold.

Summit Global Investments first reported a position in KBAL in Q2 2021 and held it in 2 quarters. The position peaked at $250K in Q2 2021. 121 funds tracked by Wall St. Rank hold KBAL as of Q4 2021.

  • Summit Global Investments reported no remaining Kimball International position as of Q4 2021 after selling out during the quarter.
  • Summit Global Investments sold 21,900 Kimball International shares in Q4 2021, an estimated $245K.
  • Summit Global Investments first reported a position in Kimball International in Q2 2021 and held it in 2 quarters.
  • Summit Global Investments's Kimball International position peaked at $250K in Q2 2021.
  • 121 funds tracked by Wall St. Rank held Kimball International as of Q4 2021.

Based on Summit Global Investments's 13F filing for Q4 2021, filed 14 Feb 2022.