SFI
KBAL

Susquehanna Fundamental Investments’s Kimball International KBAL Stock Holding History

Susquehanna Fundamental 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
Q3 		– Sell
-29,745
Closed -$391K – 1950
2021
Q2 		$391K Sell
29,745
-11,718
-28% -$160K 0.01% 1262
2021
Q1 		$580K Buy
41,463
+3,817
+10% +$49.6K 0.01% 1094
2020
Q4 		$450K Buy
37,646
+6,327
+20% +$72K 0.01% 1145
2020
Q3 		$330K Buy
31,319
+21,119
+207% +$235K 0.01% 1029
2020
Q2 		$118K Buy
+10,200
New +$116K 0.01% 894

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
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Susquehanna Fundamental Investments's KBAL Position: Q3 2021 in Review

Susquehanna Fundamental Investments sold out of Kimball International (KBAL) in Q3 2021, closing a stake of 29,745 shares — an estimated $391K sold.

Susquehanna Fundamental Investments first reported a position in KBAL in Q2 2020 and held it in 5 quarters. The position peaked at $580K in Q1 2021. 117 funds tracked by Wall St. Rank hold KBAL as of Q3 2021.

  • Susquehanna Fundamental Investments reported no remaining Kimball International position as of Q3 2021 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 29,745 Kimball International shares in Q3 2021, an estimated $391K.
  • Susquehanna Fundamental Investments first reported a position in Kimball International in Q2 2020 and held it in 5 quarters.
  • Susquehanna Fundamental Investments's Kimball International position peaked at $580K in Q1 2021.
  • 117 funds tracked by Wall St. Rank held Kimball International as of Q3 2021.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2021, filed 15 Nov 2021.