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Buckingham Strategic Wealth’s KB Home KBH Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$316K Buy
4,506
+252
+6% +$17.2K ﹤0.01% 589
2024
Q1 		$302K Buy
4,254
+5
+0.1% +$319 ﹤0.01% 590
2023
Q4 		$265K Sell
4,249
-196
-4% -$10.1K ﹤0.01% 601
2023
Q3 		$206K Buy
4,445
+119
+3% +$6.05K ﹤0.01% 626
2023
Q2 		$224K Buy
+4,326
New +$195K ﹤0.01% 603

Other funds holding KBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Buckingham Strategic Wealth's KBH Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its KB Home (KBH) stake by 5.9% in Q2 2024, buying an estimated $17.2K and bringing the position to 4,506 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Buckingham Strategic Wealth first reported a position in KBH in Q2 2023 and has held it in 5 quarters since. 404 funds tracked by Wall St. Rank hold KBH as of Q2 2024.

  • Buckingham Strategic Wealth held 4,506 shares of KB Home worth $316K as of Q2 2024.
  • Buckingham Strategic Wealth bought 252 KB Home shares in Q2 2024, an estimated $17.2K.
  • KB Home made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #589 holding.
  • Buckingham Strategic Wealth first reported a position in KB Home in Q2 2023 and has held it in 5 quarters since.
  • 404 funds tracked by Wall St. Rank held KB Home as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.