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Formidable Asset Management’s KB Home KBH Stock Holding History

Formidable Asset Management’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
-2,370
Closed -$203K – 385
2024
Q3 		$203K Buy
+2,370
New +$191K 0.03% 345
2024
Q2 		– Sell
-2,369
Closed -$168K – 419
2024
Q1 		$168K Buy
+2,369
New +$151K 0.03% 340

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

Formidable Asset Management's KBH Position: Q4 2024 in Review

Formidable Asset Management sold out of KB Home (KBH) in Q4 2024, closing a stake of 2,370 shares — an estimated $203K sold.

Formidable Asset Management first reported a position in KBH in Q1 2024 and held it in 2 quarters. The position peaked at $203K in Q3 2024. 435 funds tracked by Wall St. Rank hold KBH as of Q4 2024.

  • Formidable Asset Management reported no remaining KB Home position as of Q4 2024 after selling out during the quarter.
  • Formidable Asset Management sold 2,370 KB Home shares in Q4 2024, an estimated $203K.
  • Formidable Asset Management first reported a position in KB Home in Q1 2024 and held it in 2 quarters.
  • Formidable Asset Management's KB Home position peaked at $203K in Q3 2024.
  • 435 funds tracked by Wall St. Rank held KB Home as of Q4 2024.

Based on Formidable Asset Management's 13F filing for Q4 2024, filed 19 Feb 2025.