CWM
KBH icon

Cordatus Wealth Management’s KB Home KBH Stock Holding History

Cordatus Wealth Management’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
2021
Q1 		$1.47M Sell
31,493
-23,188
-42% -$958K 0.56% 73
2020
Q4 		$1.83M Sell
54,681
-650
-1% -$23.3K 0.77% 45
2020
Q3 		$2.12M Sell
55,331
-576
-1% -$20.1K 1.02% 28
2020
Q2 		$1.72M Buy
+55,907
New +$1.54M 0.94% 36

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cordatus Wealth Management's KBH Position: Q1 2021 in Review

Cordatus Wealth Management reduced its KB Home (KBH) stake by 42% in Q1 2021, selling an estimated $958K and leaving 31,493 shares worth $1.47M. The position accounts for 0.56% of the portfolio, ranked #73.

Cordatus Wealth Management first reported a position in KBH in Q2 2020 and has held it in 4 quarters since. The position peaked at $2.12M in Q3 2020. 330 funds tracked by Wall St. Rank hold KBH as of Q1 2021.

  • Cordatus Wealth Management held 31,493 shares of KB Home worth $1.47M as of Q1 2021.
  • Cordatus Wealth Management sold 23,188 KB Home shares in Q1 2021, an estimated $958K.
  • KB Home made up 0.56% of Cordatus Wealth Management's portfolio in Q1 2021, its #73 holding.
  • Cordatus Wealth Management first reported a position in KB Home in Q2 2020 and has held it in 4 quarters since.
  • Cordatus Wealth Management's KB Home position peaked at $2.12M in Q3 2020.
  • 330 funds tracked by Wall St. Rank held KB Home as of Q1 2021.

Based on Cordatus Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.