Advisory Research’s KB Home KBH Stock Holding History

Advisory Research’s Portfolio KBH Stock Details KBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-151,819	Closed	-$5.83M	–	326
2020 Q3	$5.83M	Sell	151,819 -22,180	-13%	-$775K	0.57%	59
2020 Q2	$5.34M	Buy	+173,999	New	+$4.79M	0.47%	67

Other funds holding KBH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Research's KBH Position: Q4 2020 in Review

Advisory Research sold out of KB Home (KBH) in Q4 2020, closing a stake of 151,819 shares — an estimated $5.83M sold.

Advisory Research first reported a position in KBH in Q2 2020 and held it in 2 quarters. The position peaked at $5.83M in Q3 2020. 304 funds tracked by Wall St. Rank hold KBH as of Q4 2020.

Advisory Research reported no remaining KB Home position as of Q4 2020 after selling out during the quarter.
Advisory Research sold 151,819 KB Home shares in Q4 2020, an estimated $5.83M.
Advisory Research first reported a position in KB Home in Q2 2020 and held it in 2 quarters.
Advisory Research's KB Home position peaked at $5.83M in Q3 2020.
304 funds tracked by Wall St. Rank held KB Home as of Q4 2020.

Based on Advisory Research's 13F filing for Q4 2020, filed 12 Feb 2021.