Avalon Investment & Advisory’s KB Financial Group KB Stock Holding History

Avalon Investment & Advisory’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
2022 Q1	–	Sell	-7,185	Closed	-$332K	–	326
2021 Q4	$332K	Sell	7,185 -3,035	-30%	-$144K	0.01%	272
2021 Q3	$474K	Sell	10,220 -1,382	-12%	-$62.5K	0.01%	282
2021 Q2	$572K	Sell	11,602 -1,808	-13%	-$90.2K	0.01%	272
2021 Q1	$663K	Buy	+13,410	New	+$558K	0.02%	266
2019 Q4	–	Sell	-39,728	Closed	-$1.42M	–	333
2019 Q3	$1.42M	Sell	39,728 -1,522	-4%	-$53.6K	0.03%	222
2019 Q2	$1.63M	Sell	41,250 -2,365	-5%	-$92.2K	0.04%	218
2019 Q1	$1.62M	Buy	43,615 +3,728	+9%	+$149K	0.04%	221
2018 Q4	$1.67M	Sell	39,887 -4,865	-11%	-$213K	0.04%	217
2018 Q3	$2.16M	Buy	44,752 +3,168	+8%	+$148K	0.06%	227
2018 Q2	$1.93M	Buy	41,584 +14,993	+56%	+$791K	0.06%	227
2018 Q1	$1.54M	Buy	+26,591	New	+$1.59M	0.05%	231

Other funds holding KB

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

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

Avalon Investment & Advisory's KB Position: Q1 2022 in Review

Avalon Investment & Advisory sold out of KB Financial Group (KB) in Q1 2022, closing a stake of 7,185 shares — an estimated $332K sold.

Avalon Investment & Advisory first reported a position in KB in Q1 2018 and held it in 11 quarters. The position peaked at $2.16M in Q3 2018. 185 funds tracked by Wall St. Rank hold KB as of Q1 2022.

Avalon Investment & Advisory reported no remaining KB Financial Group position as of Q1 2022 after selling out during the quarter.
Avalon Investment & Advisory sold 7,185 KB Financial Group shares in Q1 2022, an estimated $332K.
Avalon Investment & Advisory first reported a position in KB Financial Group in Q1 2018 and held it in 11 quarters.
Avalon Investment & Advisory's KB Financial Group position peaked at $2.16M in Q3 2018.
185 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2022.

Based on Avalon Investment & Advisory's 13F filing for Q1 2022, filed 17 May 2022.