Edmond de Rothschild Holding’s KB Financial Group KB Stock Holding History

Edmond de Rothschild Holding’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
2024 Q2	–	Sell	-14,000	Closed	-$729K	–	691
2024 Q1	$729K	Buy	+14,000	New	+$661K	0.01%	327
2017 Q2	–	Sell	-600	Closed	-$26K	–	836
2017 Q1	$26K	Sell	600 -700	-54%	-$28.8K	﹤0.01%	716
2016 Q4	$46K	Hold	1,300	–	–	﹤0.01%	659
2016 Q3	$44K	Hold	1,300	–	–	﹤0.01%	686
2016 Q2	$37K	Hold	1,300	–	–	﹤0.01%	670
2016 Q1	$36K	Hold	1,300	–	–	﹤0.01%	673
2015 Q4	$36K	Sell	1,300 -1,300	-50%	-$39.3K	﹤0.01%	671
2015 Q3	$76K	Hold	2,600	–	–	﹤0.01%	583
2015 Q2	$85K	Buy	+2,600	New	+$93.8K	﹤0.01%	591

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Edmond de Rothschild Holding's KB Position: Q2 2024 in Review

Edmond de Rothschild Holding sold out of KB Financial Group (KB) in Q2 2024, closing a stake of 14,000 shares — an estimated $729K sold.

Edmond de Rothschild Holding first reported a position in KB in Q2 2015 and held it in 9 quarters. The position peaked at $729K in Q1 2024. 223 funds tracked by Wall St. Rank hold KB as of Q2 2024.

Edmond de Rothschild Holding reported no remaining KB Financial Group position as of Q2 2024 after selling out during the quarter.
Edmond de Rothschild Holding sold 14,000 KB Financial Group shares in Q2 2024, an estimated $729K.
Edmond de Rothschild Holding first reported a position in KB Financial Group in Q2 2015 and held it in 9 quarters.
Edmond de Rothschild Holding's KB Financial Group position peaked at $729K in Q1 2024.
223 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2024.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2024, filed 13 Aug 2024.