Winton Group’s Kimball International KBAL Stock Holding History

Winton 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
2021 Q4	–	Sell	-20,060	Closed	-$225K	–	1501
2021 Q3	$225K	Sell	20,060 -4,231	-17%	-$52K	0.01%	1200
2021 Q2	$319K	Buy	24,291 +1,729	+8%	+$23.6K	0.02%	1151
2021 Q1	$316K	Sell	22,562 -245	-1%	-$3.18K	0.02%	1122
2020 Q4	$273K	Buy	22,807 +1,479	+7%	+$16.8K	0.02%	1081
2020 Q3	$225K	Sell	21,328 -22,307	-51%	-$249K	0.01%	1327
2020 Q2	$504K	Sell	43,635 -1,928	-4%	-$22K	0.01%	1175
2020 Q1	$543K	Buy	45,563 +3,420	+8%	+$56.9K	0.01%	1006
2019 Q4	$871K	Sell	42,143 -4,608	-10%	-$95K	0.01%	1101
2019 Q3	$902K	Buy	46,751 +18,363	+65%	+$328K	0.01%	880
2019 Q2	$495K	Buy	+28,388	New	+$449K	0.01%	686

Other funds holding KBAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Winton Group's KBAL Position: Q4 2021 in Review

Winton Group sold out of Kimball International (KBAL) in Q4 2021, closing a stake of 20,060 shares — an estimated $225K sold.

Winton Group first reported a position in KBAL in Q2 2019 and held it in 10 quarters. The position peaked at $902K in Q3 2019. 121 funds tracked by Wall St. Rank hold KBAL as of Q4 2021.

Winton Group reported no remaining Kimball International position as of Q4 2021 after selling out during the quarter.
Winton Group sold 20,060 Kimball International shares in Q4 2021, an estimated $225K.
Winton Group first reported a position in Kimball International in Q2 2019 and held it in 10 quarters.
Winton Group's Kimball International position peaked at $902K in Q3 2019.
121 funds tracked by Wall St. Rank held Kimball International as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.