FG
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Formula Growth’s KB Home KBH Stock Holding History

Formula Growth’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
Q1 		– Sell
-56,000
Closed -$1.78M – 140
2022
Q4 		$1.78M Sell
56,000
-100,000
-64% -$2.98M 0.51% 72
2022
Q3 		$4.04M Sell
156,000
-59,000
-27% -$1.77M 1.16% 33
2022
Q2 		$6.12M Sell
215,000
-10,000
-4% -$319K 1.69% 14
2022
Q1 		$7.29M Buy
+225,000
New +$8.86M 1.37% 18

Other funds holding KBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Formula Growth's KBH Position: Q1 2023 in Review

Formula Growth sold out of KB Home (KBH) in Q1 2023, closing a stake of 56,000 shares — an estimated $1.78M sold.

Formula Growth first reported a position in KBH in Q1 2022 and held it in 4 quarters. The position peaked at $7.29M in Q1 2022. 322 funds tracked by Wall St. Rank hold KBH as of Q1 2023.

  • Formula Growth reported no remaining KB Home position as of Q1 2023 after selling out during the quarter.
  • Formula Growth sold 56,000 KB Home shares in Q1 2023, an estimated $1.78M.
  • Formula Growth first reported a position in KB Home in Q1 2022 and held it in 4 quarters.
  • Formula Growth's KB Home position peaked at $7.29M in Q1 2022.
  • 322 funds tracked by Wall St. Rank held KB Home as of Q1 2023.

Based on Formula Growth's 13F filing for Q1 2023, filed 12 May 2023.