Aperio Group’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $46.2M | Buy |
1,166,424
+54,757
| +5% | +$2.14M | 0.14% | 142 |
|
|
2020
Q3 | $35.7M | Buy |
1,111,667
+184,533
| +20% | +$5.72M | 0.12% | 171 |
|
|
2020
Q2 | $25.8M | Buy |
927,134
+194,974
| +27% | +$5.33M | 0.1% | 206 |
|
|
2020
Q1 | $19.9M | Sell |
732,160
-85,940
| -11% | -$2.91M | 0.09% | 231 |
|
|
2019
Q4 | $33.8M | Buy |
818,100
+103,831
| +15% | +$3.97M | 0.12% | 188 |
|
|
2019
Q3 | $25.5M | Buy |
714,269
+74,215
| +12% | +$2.61M | 0.1% | 220 |
|
|
2019
Q2 | $25.3M | Buy |
640,054
+124,040
| +24% | +$4.84M | 0.1% | 223 |
|
|
2019
Q1 | $19.1M | Buy |
516,014
+23,159
| +5% | +$926K | 0.08% | 279 |
|
|
2018
Q4 | $20.7M | Sell |
492,855
-48,161
| -9% | -$2.11M | 0.1% | 225 |
|
|
2018
Q3 | $26.1M | Buy |
541,016
+38,090
| +8% | +$1.78M | 0.12% | 191 |
|
|
2018
Q2 | $23.4M | Sell |
502,926
-37,132
| -7% | -$1.96M | 0.11% | 203 |
|
|
2018
Q1 | $31.3M | Buy |
540,058
+33,288
| +7% | +$2M | 0.16% | 151 |
|
|
2017
Q4 | $29.7M | Buy |
506,770
+32,173
| +7% | +$1.71M | 0.15% | 153 |
|
|
2017
Q3 | $23.3M | Buy |
474,597
+14,906
| +3% | +$743K | 0.13% | 179 |
|
|
2017
Q2 | $23.2M | Buy |
459,691
+51,665
| +13% | +$2.4M | 0.14% | 168 |
|
|
2017
Q1 | $17.9M | Buy |
408,026
+53,868
| +15% | +$2.22M | 0.12% | 196 |
|
|
2016
Q4 | $12.5M | Sell |
354,158
-5,992
| -2% | -$216K | 0.1% | 242 |
|
|
2016
Q3 | $12.3M | Sell |
360,150
-19,329
| -5% | -$633K | 0.09% | 265 |
|
|
2016
Q2 | $10.8M | Buy |
379,479
+67,245
| +22% | +$1.95M | 0.08% | 278 |
|
|
2016
Q1 | $8.62M | Buy |
312,234
+1,280
| +0.4% | +$32.7K | 0.07% | 310 |
|
|
2015
Q4 | $8.67M | Buy |
310,954
+9,459
| +3% | +$286K | 0.08% | 290 |
|
|
2015
Q3 | $8.86M | Sell |
301,495
-99,003
| -25% | -$3M | 0.09% | 270 |
|
|
2015
Q2 | $13.2M | Buy |
400,498
+30,658
| +8% | +$1.11M | 0.14% | 176 |
|
|
2015
Q1 | $13M | Buy |
369,840
+31,324
| +9% | +$1.07M | 0.15% | 164 |
|
|
2014
Q4 | $11M | Buy |
338,516
+28,328
| +9% | +$1.02M | 0.14% | 178 |
|
|
2014
Q3 | $11.2M | Buy |
310,188
+42,694
| +16% | +$1.63M | 0.15% | 165 |
|
|
2014
Q2 | $9.3M | Sell |
267,494
-17,073
| -6% | -$594K | 0.14% | 193 |
|
|
2014
Q1 | $10M | Buy |
+284,567
| New | +$10.1M | 0.14% | 172 |
|
|
2013
Q4 | – | Sell |
-183,420
| Closed | -$6.92M | – | 136 |
|
|
2013
Q3 | $6.42M | Buy |
183,420
+26,743
| +17% | +$866K | 0.12% | 193 |
|
|
2013
Q2 | $4.64M | Buy |
+156,677
| New | +$5.01M | 0.11% | 225 |
|
Other funds holding KB
TSAM
PPA
Aperio Group's KB Position: Q4 2020 in Review
Aperio Group increased its KB Financial Group (KB) stake by 4.9% in Q4 2020, buying an estimated $2.14M and bringing the position to 1,166,424 shares worth $46.2M. The position accounts for 0.14% of the portfolio, ranked #142.
Aperio Group first reported a position in KB in Q2 2013 and has held it in 30 quarters since. 143 funds tracked by Wall St. Rank hold KB as of Q4 2020.
- Aperio Group held 1,166,424 shares of KB Financial Group worth $46.2M as of Q4 2020.
- Aperio Group bought 54,757 KB Financial Group shares in Q4 2020, an estimated $2.14M.
- KB Financial Group made up 0.14% of Aperio Group's portfolio in Q4 2020, its #142 holding.
- Aperio Group first reported a position in KB Financial Group in Q2 2013 and has held it in 30 quarters since.
- 143 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.