UBS Group’s Kimball International KBAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-24,609
| Closed | -$305K | – | 10303 |
|
|
2023
Q1 | $305K | Buy |
24,609
+9,615
| +64% | +$82.8K | ﹤0.01% | 5070 |
|
|
2022
Q4 | $97.5K | Buy |
14,994
+14,708
| +5,143% | +$101K | ﹤0.01% | 6126 |
|
|
2022
Q3 | $2K | Sell |
286
-57
| -17% | -$442 | ﹤0.01% | 9861 |
|
|
2022
Q2 | $3K | Sell |
343
-9,012
| -96% | -$73.8K | ﹤0.01% | 9444 |
|
|
2022
Q1 | $80K | Sell |
9,355
-8,229
| -47% | -$78.2K | ﹤0.01% | 6072 |
|
|
2021
Q4 | $179K | Buy |
17,584
+14,653
| +500% | +$158K | ﹤0.01% | 5796 |
|
|
2021
Q3 | $33K | Sell |
2,931
-21,374
| -88% | -$263K | ﹤0.01% | 6680 |
|
|
2021
Q2 | $320K | Sell |
24,305
-269,962
| -92% | -$3.68M | ﹤0.01% | 5040 |
|
|
2021
Q1 | $4.12M | Buy |
294,267
+6,157
| +2% | +$79.9K | ﹤0.01% | 2824 |
|
|
2020
Q4 | $3.44M | Buy |
288,110
+36,846
| +15% | +$419K | ﹤0.01% | 2852 |
|
|
2020
Q3 | $2.65M | Sell |
251,264
-3,246
| -1% | -$36.2K | ﹤0.01% | 2782 |
|
|
2020
Q2 | $2.94M | Buy |
254,510
+214,776
| +541% | +$2.45M | ﹤0.01% | 2514 |
|
|
2020
Q1 | $473K | Sell |
39,734
-23,778
| -37% | -$396K | ﹤0.01% | 4012 |
|
|
2019
Q4 | $1.31M | Sell |
63,512
-124,617
| -66% | -$2.57M | ﹤0.01% | 3956 |
|
|
2019
Q3 | $3.63M | Buy |
188,129
+27,895
| +17% | +$498K | ﹤0.01% | 2689 |
|
|
2019
Q2 | $2.79M | Buy |
160,234
+15,872
| +11% | +$251K | ﹤0.01% | 2846 |
|
|
2019
Q1 | $2.04M | Sell |
144,362
-8,711
| -6% | -$131K | ﹤0.01% | 2980 |
|
|
2018
Q4 | $2.17M | Buy |
153,073
+141,623
| +1,237% | +$2.22M | ﹤0.01% | 2958 |
|
|
2018
Q3 | $191K | Buy |
11,450
+3,018
| +36% | +$51.3K | ﹤0.01% | 5102 |
|
|
2018
Q2 | $137K | Sell |
8,432
-91,637
| -92% | -$1.52M | ﹤0.01% | 5221 |
|
|
2018
Q1 | $1.71M | Buy |
100,069
+1,260
| +1% | +$22.3K | ﹤0.01% | 3266 |
|
|
2017
Q4 | $1.84M | Buy |
98,809
+94,249
| +2,067% | +$1.78M | ﹤0.01% | 3260 |
|
|
2017
Q3 | $90K | Buy |
4,560
+3,292
| +260% | +$56.2K | ﹤0.01% | 5380 |
|
|
2017
Q2 | $21K | Buy |
1,268
+487
| +62% | +$8.44K | ﹤0.01% | 6272 |
|
|
2017
Q1 | $13K | Sell |
781
-7,224
| -90% | -$121K | ﹤0.01% | 6471 |
|
|
2016
Q4 | $141K | Buy |
8,005
+6,959
| +665% | +$102K | ﹤0.01% | 5039 |
|
|
2016
Q3 | $14K | Sell |
1,046
-944
| -47% | -$11.5K | ﹤0.01% | 6569 |
|
|
2016
Q2 | $23K | Buy |
+1,990
| New | +$22.6K | ﹤0.01% | 6193 |
|
|
2016
Q1 | – | Sell |
-2,974
| Closed | -$29K | – | 8349 |
|
|
2015
Q4 | $29K | Sell |
2,974
-8,100
| -73% | -$89.8K | ﹤0.01% | 6374 |
|
|
2015
Q3 | $104K | Buy |
11,074
+1,205
| +12% | +$13.6K | ﹤0.01% | 5204 |
|
|
2015
Q2 | $120K | Buy |
9,869
+8,869
| +887% | +$102K | ﹤0.01% | 5257 |
|
|
2015
Q1 | $10K | Sell |
1,000
-20,589
| -95% | -$195K | ﹤0.01% | 7653 |
|
|
2014
Q4 | $197K | Buy |
+21,589
| New | +$232K | ﹤0.01% | 5061 |
|
Other funds holding KBAL
UBS Group's KBAL Position: Q2 2023 in Review
UBS Group sold out of Kimball International (KBAL) in Q2 2023, closing a stake of 24,609 shares — an estimated $305K sold.
UBS Group first reported a position in KBAL in Q4 2014 and held it in 33 quarters. The position peaked at $4.12M in Q1 2021. 1 fund tracked by Wall St. Rank holds KBAL as of Q2 2023.
- UBS Group reported no remaining Kimball International position as of Q2 2023 after selling out during the quarter.
- UBS Group sold 24,609 Kimball International shares in Q2 2023, an estimated $305K.
- UBS Group first reported a position in Kimball International in Q4 2014 and held it in 33 quarters.
- UBS Group's Kimball International position peaked at $4.12M in Q1 2021.
- 1 fund tracked by Wall St. Rank held Kimball International as of Q2 2023.
Based on UBS Group's 13F filing for Q2 2023, filed 11 Aug 2023.