Berman Capital Advisors’s KB Financial Group KB Stock Holding History

Berman Capital 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
2021 Q3	$18K	Sell	396 -58	-13%	-$2.62K	﹤0.01%	1017
2021 Q2	$22K	Buy	454 +16	+4%	+$799	﹤0.01%	874
2021 Q1	$21K	Buy	438 +85	+24%	+$3.54K	﹤0.01%	774
2020 Q4	$13K	Buy	353 +28	+9%	+$1.1K	﹤0.01%	819
2020 Q3	$10K	Sell	325 -220	-40%	-$6.82K	﹤0.01%	791
2020 Q2	$15K	Buy	545 +256	+89%	+$7K	﹤0.01%	624
2020 Q1	$7K	Sell	289 -403	-58%	-$13.7K	﹤0.01%	777
2019 Q4	$28K	Buy	692 +259	+60%	+$9.91K	0.01%	446
2019 Q3	$15K	Sell	433 -205	-32%	-$7.22K	﹤0.01%	590
2019 Q2	$25K	Buy	638 +308	+93%	+$12K	0.01%	454
2019 Q1	$12K	Buy	330 +324	+5,400%	+$12.9K	﹤0.01%	595
2018 Q4	$0	Buy	+6	New	+$262	﹤0.01%	1188

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berman Capital Advisors's KB Position: Q3 2021 in Review

Berman Capital Advisors reduced its KB Financial Group (KB) stake by 13% in Q3 2021, selling an estimated $2.62K and leaving 396 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Berman Capital Advisors first reported a position in KB in Q4 2018 and has held it in 12 quarters since. The position peaked at $28K in Q4 2019. 167 funds tracked by Wall St. Rank hold KB as of Q3 2021.

Berman Capital Advisors held 396 shares of KB Financial Group worth $18K as of Q3 2021.
Berman Capital Advisors sold 58 KB Financial Group shares in Q3 2021, an estimated $2.62K.
KB Financial Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1017 holding.
Berman Capital Advisors first reported a position in KB Financial Group in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's KB Financial Group position peaked at $28K in Q4 2019.
167 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.