BIM
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Bogle Investment Management’s KB Financial Group KB Stock Holding History

Bogle Investment Management’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
2020
Q2 		– Sell
-47,199
Closed -$1.28M – 366
2020
Q1 		$1.28M Buy
47,199
+14,727
+45% +$499K 0.13% 158
2019
Q4 		$1.34M Buy
+32,472
New +$1.24M 0.13% 157
2019
Q2 		– Sell
-59,676
Closed -$2.21M – 305
2019
Q1 		$2.21M Buy
+59,676
New +$2.39M 0.17% 142

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bogle Investment Management's KB Position: Q2 2020 in Review

Bogle Investment Management sold out of KB Financial Group (KB) in Q2 2020, closing a stake of 47,199 shares — an estimated $1.28M sold.

Bogle Investment Management first reported a position in KB in Q1 2019 and held it in 3 quarters. The position peaked at $2.21M in Q1 2019. 132 funds tracked by Wall St. Rank hold KB as of Q2 2020.

  • Bogle Investment Management reported no remaining KB Financial Group position as of Q2 2020 after selling out during the quarter.
  • Bogle Investment Management sold 47,199 KB Financial Group shares in Q2 2020, an estimated $1.28M.
  • Bogle Investment Management first reported a position in KB Financial Group in Q1 2019 and held it in 3 quarters.
  • Bogle Investment Management's KB Financial Group position peaked at $2.21M in Q1 2019.
  • 132 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2020.

Based on Bogle Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.