Financial Gravity Asset Management’s KB Financial Group KB Stock Holding History

Financial Gravity Asset Management’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 Q1	–	Sell	-21	Closed	-$903	–	1263
2023 Q4	$903	Buy	+21	New	+$850	﹤0.01%	800
2021 Q3	$46K	Buy	254 +64	+34%	+$2.89K	0.02%	596
2021 Q2	$49K	Buy	+190	New	+$9.48K	0.02%	577
2020 Q4	$6K	Buy	+149	New	+$5.83K	0.01%	220
2019 Q4	$41K	Sell	1,990 -797	-29%	-$30.5K	0.03%	730
2019 Q3	$100K	Sell	2,787 -21	-0.7%	-$740	0.09%	208
2019 Q2	$111K	Sell	2,808 -715	-20%	-$27.9K	0.09%	221
2019 Q1	$138K	Buy	+3,523	New	+$141K	0.11%	173
2018 Q3	$150K	Sell	3,363 -1,158	-26%	-$54K	0.16%	159
2018 Q2	$203K	Buy	4,521 +3,364	+291%	+$178K	0.19%	107
2018 Q1	$64K	Buy	+1,157	New	+$69.4K	0.07%	255

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Financial Gravity Asset Management's KB Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of KB Financial Group (KB) in Q1 2024, closing a stake of 21 shares — an estimated $903 sold.

Financial Gravity Asset Management first reported a position in KB in Q1 2018 and held it in 11 quarters. The position peaked at $203K in Q2 2018. 225 funds tracked by Wall St. Rank hold KB as of Q1 2024.

Financial Gravity Asset Management reported no remaining KB Financial Group position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 21 KB Financial Group shares in Q1 2024, an estimated $903.
Financial Gravity Asset Management first reported a position in KB Financial Group in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's KB Financial Group position peaked at $203K in Q2 2018.
225 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.