VFA
KBAL

Valeo Financial Advisors’s Kimball International KBAL Stock Holding History

Valeo Financial Advisors’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
Q4 		– Sell
-31,747
Closed -$200K – 619
2022
Q3 		$200K Buy
31,747
+5,044
+19% +$39.2K 0.01% 445
2022
Q2 		$205K Sell
26,703
-63,996
-71% -$524K 0.01% 436
2022
Q1 		$766K Buy
90,699
+31
+0% +$295 0.04% 242
2021
Q4 		$928K Buy
90,668
+5,018
+6% +$54.3K 0.05% 202
2021
Q3 		$959K Sell
85,650
-119
-0.1% -$1.46K 0.05% 195
2021
Q2 		$1.13M Sell
85,769
-4,018
-4% -$54.7K 0.07% 153
2021
Q1 		$1.26M Buy
89,787
+2,629
+3% +$34.1K 0.06% 161
2020
Q4 		$1.04M Buy
87,158
+2,113
+2% +$24K 0.05% 157
2020
Q3 		$896K Sell
85,045
-1,981
-2% -$22.1K 0.08% 139
2020
Q2 		$1.01M Sell
87,026
-1,981
-2% -$22.6K 0.09% 128
2020
Q1 		$1.05M Sell
89,007
-2,100
-2% -$34.9K 0.11% 119
2019
Q4 		$1.88M Sell
91,107
-98
-0.1% -$2.02K 0.18% 85
2019
Q3 		$1.76M Buy
91,205
+63,698
+232% +$1.14M 0.19% 78
2019
Q2 		$479K Sell
27,507
-925
-3% -$14.6K 0.05% 181
2019
Q1 		$402K Sell
28,432
-987
-3% -$14.8K 0.05% 188
2018
Q4 		$417K Hold
29,419
– – 0.06% 180
2018
Q3 		$484K Sell
29,419
-900
-3% -$15.3K 0.07% 180
2018
Q2 		$534K Sell
30,319
-1,700
-5% -$28.2K 0.07% 166
2018
Q1 		$546K Sell
32,019
-3,207
-9% -$56.7K 0.09% 144
2017
Q4 		$658K Buy
35,226
+3,000
+9% +$56.6K 0.11% 125
2017
Q3 		$637K Buy
+32,226
New +$550K 0.14% 109

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
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
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valeo Financial Advisors's KBAL Position: Q4 2022 in Review

Valeo Financial Advisors sold out of Kimball International (KBAL) in Q4 2022, closing a stake of 31,747 shares — an estimated $200K sold.

Valeo Financial Advisors first reported a position in KBAL in Q3 2017 and held it in 21 quarters. The position peaked at $1.88M in Q4 2019. 120 funds tracked by Wall St. Rank hold KBAL as of Q4 2022.

  • Valeo Financial Advisors reported no remaining Kimball International position as of Q4 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 31,747 Kimball International shares in Q4 2022, an estimated $200K.
  • Valeo Financial Advisors first reported a position in Kimball International in Q3 2017 and held it in 21 quarters.
  • Valeo Financial Advisors's Kimball International position peaked at $1.88M in Q4 2019.
  • 120 funds tracked by Wall St. Rank held Kimball International as of Q4 2022.

Based on Valeo Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.