Burney Company’s KB Home KBH Stock Holding History

Burney Company’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
2025 Q1	–	Sell	-3,495	Closed	-$230K	–	590
2024 Q4	$230K	Buy	+3,495	New	+$272K	0.01%	558

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burney Company's KBH Position: Q1 2025 in Review

Burney Company sold out of KB Home (KBH) in Q1 2025, closing a stake of 3,495 shares — an estimated $230K sold.

Burney Company first reported a position in KBH in Q4 2024 and held it in 1 quarter. The position peaked at $230K in Q4 2024. 413 funds tracked by Wall St. Rank hold KBH as of Q1 2025.

Burney Company reported no remaining KB Home position as of Q1 2025 after selling out during the quarter.
Burney Company sold 3,495 KB Home shares in Q1 2025, an estimated $230K.
Burney Company first reported a position in KB Home in Q4 2024 and held it in 1 quarter.
Burney Company's KB Home position peaked at $230K in Q4 2024.
413 funds tracked by Wall St. Rank held KB Home as of Q1 2025.

Based on Burney Company's 13F filing for Q1 2025, filed 6 May 2025.