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Alera Investment Advisors’s KB Financial Group KB Stock Holding History

Alera Investment Advisors’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$215K Buy
+3,479
New +$216K 0.03% 262
2019
Q2 		– Sell
-311
Closed -$12K – 552
2019
Q1 		$12K Sell
311
-232
-43% -$9.27K 0.01% 420
2018
Q4 		$23K Buy
+543
New +$23.7K 0.01% 260

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Alera Investment Advisors's KB Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in KB Financial Group (KB) in Q3 2024: 3,479 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #262 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in KB as recently as Q1 2019.

Alera Investment Advisors first reported a position in KB in Q4 2018 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold KB as of Q3 2024.

  • Alera Investment Advisors held 3,479 shares of KB Financial Group worth $215K as of Q3 2024.
  • KB Financial Group was a new Alera Investment Advisors position in Q3 2024.
  • KB Financial Group made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #262 holding.
  • Alera Investment Advisors first reported a position in KB Financial Group in Q4 2018 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.