ClearBridge Investments
KB icon

ClearBridge Investments’s KB Financial Group KB Stock Holding History

ClearBridge Investments’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-56
Closed -$2K – 1078
2019
Q4 		$2K Hold
56
– – ﹤0.01% 1063
2019
Q3 		$2K Hold
56
– – ﹤0.01% 1080
2019
Q2 		$2K Sell
56
-5,191
-99% -$202K ﹤0.01% 1064
2019
Q1 		$194K Hold
5,247
– – ﹤0.01% 753
2018
Q4 		$220K Buy
5,247
+56
+1% +$2.45K ﹤0.01% 767
2018
Q3 		$251K Sell
5,191
-56
-1% -$2.61K ﹤0.01% 793
2018
Q2 		$244K Sell
5,247
-5,430
-51% -$287K ﹤0.01% 723
2018
Q1 		$619K Hold
10,677
– – ﹤0.01% 668
2017
Q4 		$625K Sell
10,677
-1,589
-13% -$84.4K ﹤0.01% 674
2017
Q3 		$601K Sell
12,266
-14,260
-54% -$711K ﹤0.01% 673
2017
Q2 		$1.34M Buy
26,526
+206
+0.8% +$9.59K ﹤0.01% 613
2017
Q1 		$1.16M Buy
26,320
+31
+0.1% +$1.28K ﹤0.01% 663
2016
Q4 		$928K Hold
26,289
– – ﹤0.01% 685
2016
Q3 		$899K Hold
26,289
– – ﹤0.01% 682
2016
Q2 		$748K Buy
26,289
+242
+0.9% +$7.02K ﹤0.01% 701
2016
Q1 		$719K Hold
26,047
– – ﹤0.01% 708
2015
Q4 		$726K Hold
26,047
– – ﹤0.01% 742
2015
Q3 		$766K Hold
26,047
– – ﹤0.01% 762
2015
Q2 		$856K Buy
26,047
+2,790
+12% +$101K ﹤0.01% 762
2015
Q1 		$817K Sell
23,257
-1,000
-4% -$34.1K ﹤0.01% 769
2014
Q4 		$791K Hold
24,257
– – ﹤0.01% 788
2014
Q3 		$879K Hold
24,257
– – ﹤0.01% 774
2014
Q2 		$843K Buy
24,257
+44
+0.2% +$1.53K ﹤0.01% 736
2014
Q1 		$851K Sell
24,213
-100
-0.4% -$3.54K ﹤0.01% 741
2013
Q4 		$985K Hold
24,313
– – ﹤0.01% 715
2013
Q3 		$851K Sell
24,313
-15,674
-39% -$508K ﹤0.01% 708
2013
Q2 		$1.19M Buy
+39,987
New +$1.28M ﹤0.01% 670

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

ClearBridge Investments's KB Position: Q1 2020 in Review

ClearBridge Investments sold out of KB Financial Group (KB) in Q1 2020, closing a stake of 56 shares — an estimated $2K sold.

ClearBridge Investments first reported a position in KB in Q2 2013 and held it in 27 quarters. The position peaked at $1.34M in Q2 2017. 124 funds tracked by Wall St. Rank hold KB as of Q1 2020.

  • ClearBridge Investments reported no remaining KB Financial Group position as of Q1 2020 after selling out during the quarter.
  • ClearBridge Investments sold 56 KB Financial Group shares in Q1 2020, an estimated $2K.
  • ClearBridge Investments first reported a position in KB Financial Group in Q2 2013 and held it in 27 quarters.
  • ClearBridge Investments's KB Financial Group position peaked at $1.34M in Q2 2017.
  • 124 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2020.

Based on ClearBridge Investments's 13F filing for Q1 2020, filed 15 May 2020.