WA
KBAL

Wasatch Advisors’s Kimball International KBAL Stock Holding History

Wasatch 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
2021
Q1 		– Sell
-25,244
Closed -$302K – 284
2020
Q4 		$302K Sell
25,244
-564,836
-96% -$6.43M ﹤0.01% 250
2020
Q3 		$6.22M Buy
590,080
+26,734
+5% +$298K 0.04% 194
2020
Q2 		$6.51M Buy
563,346
+157,491
+39% +$1.8M 0.05% 183
2020
Q1 		$4.83M Buy
+405,855
New +$6.75M 0.05% 175

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
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
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wasatch Advisors's KBAL Position: Q1 2021 in Review

Wasatch Advisors sold out of Kimball International (KBAL) in Q1 2021, closing a stake of 25,244 shares — an estimated $302K sold.

Wasatch Advisors first reported a position in KBAL in Q1 2020 and held it in 4 quarters. The position peaked at $6.51M in Q2 2020. 128 funds tracked by Wall St. Rank hold KBAL as of Q1 2021.

  • Wasatch Advisors reported no remaining Kimball International position as of Q1 2021 after selling out during the quarter.
  • Wasatch Advisors sold 25,244 Kimball International shares in Q1 2021, an estimated $302K.
  • Wasatch Advisors first reported a position in Kimball International in Q1 2020 and held it in 4 quarters.
  • Wasatch Advisors's Kimball International position peaked at $6.51M in Q2 2020.
  • 128 funds tracked by Wall St. Rank held Kimball International as of Q1 2021.

Based on Wasatch Advisors's 13F filing for Q1 2021, filed 10 May 2021.