Berman Capital Advisors’s KB Home KBH Stock Holding History

Berman Capital Advisors’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
2021 Q3	$5K	Sell	142 -41	-22%	-$1.7K	﹤0.01%	1430
2021 Q2	$7K	Buy	183 +22	+14%	+$1.01K	﹤0.01%	1239
2021 Q1	$7K	Hold	161	–	–	﹤0.01%	1159
2020 Q4	$5K	Buy	161 +1	+0.6%	+$36	﹤0.01%	1149
2020 Q3	$6K	Buy	160 +64	+67%	+$2.24K	﹤0.01%	968
2020 Q2	$2K	Sell	96 -26	-21%	-$715	﹤0.01%	1281
2020 Q1	$2K	Buy	122 +62	+103%	+$1.99K	﹤0.01%	1144
2019 Q4	$2K	Hold	60	–	–	﹤0.01%	1212
2019 Q3	$2K	Buy	+60	New	+$1.68K	﹤0.01%	1194

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Berman Capital Advisors reduced its KB Home (KBH) stake by 22% in Q3 2021, selling an estimated $1.7K and leaving 142 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Berman Capital Advisors first reported a position in KBH in Q3 2019 and has held it in 9 quarters since. The position peaked at $7K in Q2 2021. 317 funds tracked by Wall St. Rank hold KBH as of Q3 2021.

Berman Capital Advisors held 142 shares of KB Home worth $5K as of Q3 2021.
Berman Capital Advisors sold 41 KB Home shares in Q3 2021, an estimated $1.7K.
KB Home made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1430 holding.
Berman Capital Advisors first reported a position in KB Home in Q3 2019 and has held it in 9 quarters since.
Berman Capital Advisors's KB Home position peaked at $7K in Q2 2021.
317 funds tracked by Wall St. Rank held KB Home as of Q3 2021.

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