CastleKeep Investment Advisors
KBH icon

CastleKeep Investment Advisors’s KB Home KBH Stock Holding History

CastleKeep 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
2024
Q4 		– Sell
-13,237
Closed -$1.13M – 101
2024
Q3 		$1.13M Buy
13,237
+152
+1% +$12.2K 0.77% 54
2024
Q2 		$918K Buy
13,085
+186
+1% +$12.7K 0.71% 53
2024
Q1 		$914K Sell
12,899
-4,671
-27% -$298K 0.66% 55
2023
Q4 		$1.1M Buy
+17,570
New +$903K 0.78% 42

Other funds holding KBH

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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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CastleKeep Investment Advisors's KBH Position: Q4 2024 in Review

CastleKeep Investment Advisors sold out of KB Home (KBH) in Q4 2024, closing a stake of 13,237 shares — an estimated $1.13M sold.

CastleKeep Investment Advisors first reported a position in KBH in Q4 2023 and held it in 4 quarters. The position peaked at $1.13M in Q3 2024. 435 funds tracked by Wall St. Rank hold KBH as of Q4 2024.

  • CastleKeep Investment Advisors reported no remaining KB Home position as of Q4 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 13,237 KB Home shares in Q4 2024, an estimated $1.13M.
  • CastleKeep Investment Advisors first reported a position in KB Home in Q4 2023 and held it in 4 quarters.
  • CastleKeep Investment Advisors's KB Home position peaked at $1.13M in Q3 2024.
  • 435 funds tracked by Wall St. Rank held KB Home as of Q4 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.