WC
KBAL

Walthausen & Co’s Kimball International KBAL Stock Holding History

Walthausen & Co’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
2020
Q4 		– Sell
-185,633
Closed -$1.96M – 148
2020
Q3 		$1.96M Sell
185,633
-9,250
-5% -$103K 0.41% 87
2020
Q2 		$2.25M Sell
194,883
-26,580
-12% -$304K 0.46% 80
2020
Q1 		$2.64M Buy
221,463
+13,280
+6% +$221K 0.57% 79
2019
Q4 		$4.3M Buy
208,183
+13,780
+7% +$284K 0.56% 81
2019
Q3 		$3.75M Hold
194,403
– – 0.52% 77
2019
Q2 		$3.39M Sell
194,403
-147,930
-43% -$2.34M 0.45% 87
2019
Q1 		$4.84M Sell
342,333
-20,920
-6% -$313K 0.63% 77
2018
Q4 		$5.16M Sell
363,253
-97,760
-21% -$1.53M 0.71% 70
2018
Q3 		$7.72M Buy
+461,013
New +$7.83M 0.74% 61
2018
Q1 		$7.71M Sell
452,183
-1,010
-0.2% -$17.9K 0.76% 58
2017
Q4 		$8.46M Sell
453,193
-3,300
-0.7% -$62.3K 0.8% 53
2017
Q3 		$9.03M Sell
456,493
-2,460
-0.5% -$42K 0.84% 54
2017
Q2 		$7.66M Buy
458,953
+220,460
+92% +$3.82M 0.75% 58
2017
Q1 		$3.94M Buy
238,493
+138,600
+139% +$2.32M 0.4% 98
2016
Q4 		$1.75M Buy
+99,893
New +$1.47M 0.16% 109

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Walthausen & Co's KBAL Position: Q4 2020 in Review

Walthausen & Co sold out of Kimball International (KBAL) in Q4 2020, closing a stake of 185,633 shares — an estimated $1.96M sold.

Walthausen & Co first reported a position in KBAL in Q4 2016 and held it in 15 quarters. The position peaked at $9.03M in Q3 2017. 136 funds tracked by Wall St. Rank hold KBAL as of Q4 2020.

  • Walthausen & Co reported no remaining Kimball International position as of Q4 2020 after selling out during the quarter.
  • Walthausen & Co sold 185,633 Kimball International shares in Q4 2020, an estimated $1.96M.
  • Walthausen & Co first reported a position in Kimball International in Q4 2016 and held it in 15 quarters.
  • Walthausen & Co's Kimball International position peaked at $9.03M in Q3 2017.
  • 136 funds tracked by Wall St. Rank held Kimball International as of Q4 2020.

Based on Walthausen & Co's 13F filing for Q4 2020, filed 12 Feb 2021.