EFH
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Eaton Financial Holdings’s KB Home KBH Stock Holding History

Eaton Financial Holdings’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
2024
Q1 		– Sell
-32,210
Closed -$2.01M – 114
2023
Q4 		$2.01M Sell
32,210
-970
-3% -$49.9K 0.49% 66
2023
Q3 		$1.54M Buy
+33,180
New +$1.69M 0.41% 69

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eaton Financial Holdings's KBH Position: Q1 2024 in Review

Eaton Financial Holdings sold out of KB Home (KBH) in Q1 2024, closing a stake of 32,210 shares — an estimated $2.01M sold.

Eaton Financial Holdings first reported a position in KBH in Q3 2023 and held it in 2 quarters. The position peaked at $2.01M in Q4 2023. 417 funds tracked by Wall St. Rank hold KBH as of Q1 2024.

  • Eaton Financial Holdings reported no remaining KB Home position as of Q1 2024 after selling out during the quarter.
  • Eaton Financial Holdings sold 32,210 KB Home shares in Q1 2024, an estimated $2.01M.
  • Eaton Financial Holdings first reported a position in KB Home in Q3 2023 and held it in 2 quarters.
  • Eaton Financial Holdings's KB Home position peaked at $2.01M in Q4 2023.
  • 417 funds tracked by Wall St. Rank held KB Home as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.