Corient Capital Partners’s KB Financial Group KB Stock Holding History

Corient Capital Partners’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
2022 Q3	$265K	Hold	7,124	–	–	0.02%	503
2022 Q2	$265K	Sell	7,124 -224	-3%	-$10.2K	0.02%	517
2022 Q1	$359K	Buy	7,348 +244	+3%	+$12.1K	0.02%	474
2021 Q4	$328K	Sell	7,104 -75	-1%	-$3.56K	0.02%	486
2021 Q3	$333K	Buy	7,179 +1,224	+21%	+$55.4K	0.02%	462
2021 Q2	$294K	Buy	5,955 +1,481	+33%	+$73.9K	0.02%	491
2021 Q1	$221K	Buy	+4,474	New	+$186K	0.02%	536
2020 Q4	–	Sell	-8,179	Closed	-$263K	–	549
2020 Q3	$263K	Buy	8,179 +812	+11%	+$25.2K	0.03%	369
2020 Q2	$205K	Buy	+7,367	New	+$201K	0.03%	431
2020 Q1	–	Sell	-7,561	Closed	-$313K	–	455
2019 Q4	$313K	Buy	7,561 +943	+14%	+$36.1K	0.04%	349
2019 Q3	$236K	Buy	+6,618	New	+$233K	0.03%	380

Other funds holding KB

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Corient Capital Partners's KB Position: Q3 2022 in Review

Corient Capital Partners held its KB Financial Group (KB) position steady in Q3 2022 at 7,124 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #503.

Corient Capital Partners first reported a position in KB in Q3 2019 and has held it in 11 quarters since. The position peaked at $359K in Q1 2022. 161 funds tracked by Wall St. Rank hold KB as of Q3 2022.

Corient Capital Partners held 7,124 shares of KB Financial Group worth $265K as of Q3 2022.
Corient Capital Partners left its KB Financial Group share count unchanged in Q3 2022.
KB Financial Group made up 0.02% of Corient Capital Partners's portfolio in Q3 2022, its #503 holding.
Corient Capital Partners first reported a position in KB Financial Group in Q3 2019 and has held it in 11 quarters since.
Corient Capital Partners's KB Financial Group position peaked at $359K in Q1 2022.
161 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.