EI
KBH icon

Ellevest Inc’s KB Home KBH Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-61
Closed -$2.45K – 1009
2023
Q1 		$2.45K Buy
61
+22
+56% +$803 ﹤0.01% 1407
2022
Q4 		$1.24K Hold
39
– – ﹤0.01% 1473
2022
Q3 		$1K Hold
39
– – ﹤0.01% 1473
2022
Q2 		$1K Sell
39
-23
-37% -$734 ﹤0.01% 1279
2022
Q1 		$2K Hold
62
– – ﹤0.01% 1195
2021
Q4 		$3K Sell
62
-32
-34% -$1.34K ﹤0.01% 1100
2021
Q3 		$4K Buy
94
+32
+52% +$1.33K ﹤0.01% 1011
2021
Q2 		$3K Hold
62
– – ﹤0.01% 971
2021
Q1 		$3K Hold
62
– – ﹤0.01% 998
2020
Q4 		$2K Sell
62
-4
-6% -$144 ﹤0.01% 975
2020
Q3 		$3K Buy
66
+4
+6% +$140 ﹤0.01% 846
2020
Q2 		$2K Buy
62
+23
+59% +$633 ﹤0.01% 889
2020
Q1 		$1K Buy
+39
New +$1.25K ﹤0.01% 910

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Ellevest Inc's KBH Position: Q2 2023 in Review

Ellevest Inc sold out of KB Home (KBH) in Q2 2023, closing a stake of 61 shares — an estimated $2.45K sold.

Ellevest Inc first reported a position in KBH in Q1 2020 and held it in 13 quarters. The position peaked at $4K in Q3 2021. 361 funds tracked by Wall St. Rank hold KBH as of Q2 2023.

  • Ellevest Inc reported no remaining KB Home position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 61 KB Home shares in Q2 2023, an estimated $2.45K.
  • Ellevest Inc first reported a position in KB Home in Q1 2020 and held it in 13 quarters.
  • Ellevest Inc's KB Home position peaked at $4K in Q3 2021.
  • 361 funds tracked by Wall St. Rank held KB Home as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.