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Chartwell Investment Partners’s KB Home KBH Stock Holding History

Chartwell Investment 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
2020
Q3 		– Sell
-38,387
Closed -$1.18M – 426
2020
Q2 		$1.18M Buy
38,387
+7,775
+25% +$214K 0.05% 315
2020
Q1 		$554K Buy
30,612
+3,350
+12% +$107K 0.03% 360
2019
Q4 		$934K Buy
+27,262
New +$942K 0.03% 359

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Chartwell Investment Partners's KBH Position: Q3 2020 in Review

Chartwell Investment Partners sold out of KB Home (KBH) in Q3 2020, closing a stake of 38,387 shares — an estimated $1.18M sold.

Chartwell Investment Partners first reported a position in KBH in Q4 2019 and held it in 3 quarters. The position peaked at $1.18M in Q2 2020. 290 funds tracked by Wall St. Rank hold KBH as of Q3 2020.

  • Chartwell Investment Partners reported no remaining KB Home position as of Q3 2020 after selling out during the quarter.
  • Chartwell Investment Partners sold 38,387 KB Home shares in Q3 2020, an estimated $1.18M.
  • Chartwell Investment Partners first reported a position in KB Home in Q4 2019 and held it in 3 quarters.
  • Chartwell Investment Partners's KB Home position peaked at $1.18M in Q2 2020.
  • 290 funds tracked by Wall St. Rank held KB Home as of Q3 2020.

Based on Chartwell Investment Partners's 13F filing for Q3 2020, filed 16 Nov 2020.