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Cascade Investment Advisors’s KB Home KBH Stock Holding History

Cascade Investment 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
2023
Q3 		– Sell
-9,765
Closed -$505K – 112
2023
Q2 		$505K Buy
9,765
+95
+1% +$4.29K 0.38% 95
2023
Q1 		$389K Buy
9,670
+25
+0.3% +$912 0.31% 91
2022
Q4 		$307K Buy
9,645
+50
+0.5% +$1.49K 0.26% 100
2022
Q3 		$277K Buy
+9,595
New +$288K 0.24% 100

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cascade Investment Advisors's KBH Position: Q3 2023 in Review

Cascade Investment Advisors sold out of KB Home (KBH) in Q3 2023, closing a stake of 9,765 shares — an estimated $505K sold.

Cascade Investment Advisors first reported a position in KBH in Q3 2022 and held it in 4 quarters. The position peaked at $505K in Q2 2023. 354 funds tracked by Wall St. Rank hold KBH as of Q3 2023.

  • Cascade Investment Advisors reported no remaining KB Home position as of Q3 2023 after selling out during the quarter.
  • Cascade Investment Advisors sold 9,765 KB Home shares in Q3 2023, an estimated $505K.
  • Cascade Investment Advisors first reported a position in KB Home in Q3 2022 and held it in 4 quarters.
  • Cascade Investment Advisors's KB Home position peaked at $505K in Q2 2023.
  • 354 funds tracked by Wall St. Rank held KB Home as of Q3 2023.

Based on Cascade Investment Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.