CPG
KUB

Cornerstone Planning Group’s KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) KUB Stock Holding History

Cornerstone Planning Group’s Portfolio KUB Stock Details KUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20
Closed -$1.46K – 1321
2023
Q2 		$1.46K Buy
+20
New +$1.46K ﹤0.01% 1256
2022
Q4 		$1.47K Buy
+20
New +$1.47K ﹤0.01% 1273

Other funds holding KUB

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
OA
Operose Advisors Milwaukee, Wisconsin $431M AUM 20.45% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Cornerstone Planning Group's KUB Position: Q3 2023 in Review

Cornerstone Planning Group sold out of KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) (KUB) in Q3 2023, closing a stake of 20 shares — an estimated $1.46K sold.

Cornerstone Planning Group first reported a position in KUB in Q4 2022 and held it in 2 quarters. The position peaked at $1.47K in Q4 2022. 9 funds tracked by Wall St. Rank hold KUB as of Q3 2023.

  • Cornerstone Planning Group reported no remaining KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 20 KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) shares in Q3 2023, an estimated $1.46K.
  • Cornerstone Planning Group first reported a position in KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position peaked at $1.47K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.