Wellington Management Group
KBAL

Wellington Management Group’s Kimball International KBAL Stock Holding History

Wellington Management Group’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
Q2 		– Sell
-550,563
Closed -$6.56M – 2022
2020
Q1 		$6.56M Buy
550,563
+53,800
+11% +$895K ﹤0.01% 1143
2019
Q4 		$10.3M Sell
496,763
-19,200
-4% -$396K ﹤0.01% 1158
2019
Q3 		$9.96M Sell
515,963
-15,611
-3% -$279K ﹤0.01% 1168
2019
Q2 		$9.27M Sell
531,574
-29,822
-5% -$472K ﹤0.01% 1238
2019
Q1 		$7.94M Hold
561,396
– – ﹤0.01% 1267
2018
Q4 		$7.96M Sell
561,396
-29,264
-5% -$458K ﹤0.01% 1248
2018
Q3 		$9.89M Sell
590,660
-42,228
-7% -$718K ﹤0.01% 1283
2018
Q2 		$10.2M Buy
632,888
+123,288
+24% +$2.04M ﹤0.01% 1272
2018
Q1 		$8.68M Buy
509,600
+414,958
+438% +$7.34M ﹤0.01% 1322
2017
Q4 		$1.77M Buy
+94,642
New +$1.79M ﹤0.01% 1780
2016
Q1 		– Sell
-20,252
Closed -$198K – 2254
2015
Q4 		$198K Hold
20,252
– – ﹤0.01% 2108
2015
Q3 		$191K Buy
+20,252
New +$228K ﹤0.01% 2121

Other funds holding KBAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wellington Management Group's KBAL Position: Q2 2020 in Review

Wellington Management Group sold out of Kimball International (KBAL) in Q2 2020, closing a stake of 550,563 shares — an estimated $6.56M sold.

Wellington Management Group first reported a position in KBAL in Q3 2015 and held it in 12 quarters. The position peaked at $10.3M in Q4 2019. 129 funds tracked by Wall St. Rank hold KBAL as of Q2 2020.

  • Wellington Management Group reported no remaining Kimball International position as of Q2 2020 after selling out during the quarter.
  • Wellington Management Group sold 550,563 Kimball International shares in Q2 2020, an estimated $6.56M.
  • Wellington Management Group first reported a position in Kimball International in Q3 2015 and held it in 12 quarters.
  • Wellington Management Group's Kimball International position peaked at $10.3M in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Kimball International as of Q2 2020.

Based on Wellington Management Group's 13F filing for Q2 2020, filed 14 Aug 2020.