Cerity Partners

Cerity Partners’s KB Home KBH Stock Holding History

Cerity Partners’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
2026 Q1	$744K	Sell	14,379 -1,085	-7%	-$63.8K	﹤0.01%	2038
2025 Q4	$872K	Buy	15,464 +1,883	+14%	+$116K	﹤0.01%	1785
2025 Q3	$864K	Sell	13,581 -1,261	-8%	-$76.3K	﹤0.01%	1664
2025 Q2	$786K	Sell	14,842 -4,717	-24%	-$251K	﹤0.01%	1629
2025 Q1	$1.14M	Sell	19,559 -452	-2%	-$28.8K	﹤0.01%	1370
2024 Q4	$1.43M	Sell	20,011 -18,731	-48%	-$1.46M	﹤0.01%	1254
2024 Q3	$3.32M	Buy	38,742 +7,679	+25%	+$617K	0.01%	870
2024 Q2	$2.18M	Buy	31,063 +2,929	+10%	+$199K	0.01%	876
2024 Q1	$1.99M	Buy	28,134 +19,996	+246%	+$1.28M	0.01%	972
2023 Q4	$508K	Buy	8,138 +3,026	+59%	+$156K	﹤0.01%	1263
2023 Q3	$237K	Sell	5,112 -2,558	-33%	-$130K	﹤0.01%	1232
2023 Q2	$397K	Buy	7,670 +1,672	+28%	+$75.4K	﹤0.01%	1281
2023 Q1	$242K	Buy	+5,998	New	+$219K	﹤0.01%	1637
2022 Q1	–	Sell	-6,271	Closed	-$279K	–	1029
2021 Q4	$279K	Buy	+6,271	New	+$263K	﹤0.01%	805

Other funds holding KBH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Geode Capital Management

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM