Diversified Trust’s KB Home KBH Stock Holding History

Diversified Trust’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
2026 Q1	–	Sell	-9,627	Closed	-$543K	–	1097
2025 Q4	$543K	Buy	9,627 +2,005	+26%	+$123K	0.01%	634
2025 Q3	$485K	Buy	+7,622	New	+$461K	0.01%	648
2025 Q2	–	Sell	-7,449	Closed	-$433K	–	972
2025 Q1	$433K	Sell	7,449 -4,598	-38%	-$293K	0.01%	621
2024 Q4	$792K	Sell	12,047 -5,660	-32%	-$440K	0.02%	444
2024 Q3	$1.52M	Buy	17,707 +7,361	+71%	+$592K	0.04%	274
2024 Q2	$726K	Buy	10,346 +790	+8%	+$53.8K	0.02%	431
2024 Q1	$677K	Buy	9,556 +550	+6%	+$35.1K	0.02%	433
2023 Q4	$563K	Sell	9,006 -1,739	-16%	-$89.4K	0.02%	463
2023 Q3	$497K	Sell	10,745 -1,679	-14%	-$85.3K	0.02%	465
2023 Q2	$642K	Sell	12,424 -4,361	-26%	-$197K	0.02%	387
2023 Q1	$674K	Buy	16,785 +9,443	+129%	+$345K	0.03%	366
2022 Q4	$234K	Buy	+7,342	New	+$219K	0.01%	679
2021 Q2	–	Sell	-5,886	Closed	-$274K	–	842
2021 Q1	$274K	Sell	5,886 -2,467	-30%	-$102K	0.01%	579
2020 Q4	$280K	Hold	8,353	–	–	0.01%	527
2020 Q3	$321K	Buy	+8,353	New	+$292K	0.01%	420

Other funds holding KBH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM