FTDI
KBH icon

First Trust Direct Indexing’s KB Home KBH Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-4,990
Closed -$428K – 480
2024
Q3 		$428K Sell
4,990
-80
-2% -$6.43K 0.02% 596
2024
Q2 		$356K Buy
5,070
+642
+14% +$43.7K 0.02% 595
2024
Q1 		$314K Buy
4,428
+4
+0.1% +$255 0.02% 600
2023
Q4 		$276K Buy
+4,424
New +$227K 0.02% 605
2023
Q3 		– Sell
-4,104
Closed -$212K – 720
2023
Q2 		$212K Buy
+4,104
New +$185K 0.02% 644
2022
Q1 		– Sell
-4,471
Closed -$200K – 686
2021
Q4 		$200K Buy
+4,471
New +$187K 0.03% 612
2021
Q1 		– Sell
-248
Closed -$8K – 698
2020
Q4 		$8K Buy
+248
New +$8.91K ﹤0.01% 956

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
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Direct Indexing's KBH Position: Q4 2024 in Review

First Trust Direct Indexing sold out of KB Home (KBH) in Q4 2024, closing a stake of 4,990 shares — an estimated $428K sold.

First Trust Direct Indexing first reported a position in KBH in Q4 2020 and held it in 7 quarters. The position peaked at $428K in Q3 2024. 435 funds tracked by Wall St. Rank hold KBH as of Q4 2024.

  • First Trust Direct Indexing reported no remaining KB Home position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,990 KB Home shares in Q4 2024, an estimated $428K.
  • First Trust Direct Indexing first reported a position in KB Home in Q4 2020 and held it in 7 quarters.
  • First Trust Direct Indexing's KB Home position peaked at $428K in Q3 2024.
  • 435 funds tracked by Wall St. Rank held KB Home as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.