UBS AM
KBAL

UBS AM’s Kimball International KBAL Stock Holding History

UBS AM’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
2022
Q2 		– Sell
-57,522
Closed -$486K – 2811
2022
Q1 		$486K Hold
57,522
– – ﹤0.01% 2475
2021
Q4 		$588K Hold
57,522
– – ﹤0.01% 2488
2021
Q3 		$644K Hold
57,522
– – ﹤0.01% 2389
2021
Q2 		$756K Buy
57,522
+1,947
+4% +$26.5K ﹤0.01% 2354
2021
Q1 		$778K Hold
55,575
– – ﹤0.01% 2197
2020
Q4 		$664K Hold
55,575
– – ﹤0.01% 2179
2020
Q3 		$586K Buy
55,575
+29,815
+116% +$332K ﹤0.01% 2066
2020
Q2 		$298K Sell
25,760
-3,796
-13% -$43.4K ﹤0.01% 2285
2020
Q1 		$352K Sell
29,556
-786
-3% -$13.1K ﹤0.01% 2106
2019
Q4 		$627K Buy
30,342
+11,074
+57% +$228K ﹤0.01% 2146
2019
Q3 		$372K Buy
19,268
+2,518
+15% +$45K ﹤0.01% 2382
2019
Q2 		$292K Buy
16,750
+5,376
+47% +$85K ﹤0.01% 2424
2019
Q1 		$161K Hold
11,374
– – ﹤0.01% 2514
2018
Q4 		$161K Hold
11,374
– – ﹤0.01% 2452
2018
Q3 		$191K Hold
11,374
– – ﹤0.01% 2460
2018
Q2 		$184K Hold
11,374
– – ﹤0.01% 2494
2018
Q1 		$194K Buy
+11,374
New +$201K ﹤0.01% 2383
2016
Q4 		– Sell
-14,398
Closed -$186K – 2710
2016
Q3 		$186K Hold
14,398
– – ﹤0.01% 2480
2016
Q2 		$164K Hold
14,398
– – ﹤0.01% 2507
2016
Q1 		$163K Hold
14,398
– – ﹤0.01% 2485
2015
Q4 		$141K Hold
14,398
– – ﹤0.01% 2615
2015
Q3 		$136K Hold
14,398
– – ﹤0.01% 2567
2015
Q2 		$175K Buy
14,398
+1,400
+11% +$16.1K ﹤0.01% 2616
2015
Q1 		$136K Hold
12,998
– – ﹤0.01% 2557
2014
Q4 		$119K Sell
12,998
-3,652
-22% -$39.3K ﹤0.01% 2553
2014
Q3 		$196K Hold
16,650
– – ﹤0.01% 2392
2014
Q2 		$217K Buy
16,650
+2,562
+18% +$33.7K ﹤0.01% 2372
2014
Q1 		$199K Hold
14,088
– – ﹤0.01% 2424
2013
Q4 		$165K Buy
+14,088
New +$141K ﹤0.01% 2421

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM's KBAL Position: Q2 2022 in Review

UBS AM sold out of Kimball International (KBAL) in Q2 2022, closing a stake of 57,522 shares — an estimated $486K sold.

UBS AM first reported a position in KBAL in Q4 2013 and held it in 29 quarters. The position peaked at $778K in Q1 2021. 115 funds tracked by Wall St. Rank hold KBAL as of Q2 2022.

  • UBS AM reported no remaining Kimball International position as of Q2 2022 after selling out during the quarter.
  • UBS AM sold 57,522 Kimball International shares in Q2 2022, an estimated $486K.
  • UBS AM first reported a position in Kimball International in Q4 2013 and held it in 29 quarters.
  • UBS AM's Kimball International position peaked at $778K in Q1 2021.
  • 115 funds tracked by Wall St. Rank held Kimball International as of Q2 2022.

Based on UBS AM's 13F filing for Q2 2022, filed 12 Aug 2022.