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Hermes Investment Management’s KB Financial Group KB Stock Holding History

Hermes Investment 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
2018
Q2 		$8.79M Buy
189,058
+22,957
+14% +$1.21M 0.12% 131
2018
Q1 		$9.62M Sell
166,101
-70,901
-30% -$4.25M 0.14% 130
2017
Q4 		$13.9M Buy
237,002
+58,398
+33% +$3.1M 0.2% 121
2017
Q3 		$8.76M Buy
+178,604
New +$8.91M 0.13% 128

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Hermes Investment Management's KB Position: Q2 2018 in Review

Hermes Investment Management increased its KB Financial Group (KB) stake by 14% in Q2 2018, buying an estimated $1.21M and bringing the position to 189,058 shares worth $8.79M. The position accounts for 0.12% of the portfolio, ranked #131.

Hermes Investment Management first reported a position in KB in Q3 2017 and has held it in 4 quarters since. The position peaked at $13.9M in Q4 2017. 156 funds tracked by Wall St. Rank hold KB as of Q2 2018.

  • Hermes Investment Management held 189,058 shares of KB Financial Group worth $8.79M as of Q2 2018.
  • Hermes Investment Management bought 22,957 KB Financial Group shares in Q2 2018, an estimated $1.21M.
  • KB Financial Group made up 0.12% of Hermes Investment Management's portfolio in Q2 2018, its #131 holding.
  • Hermes Investment Management first reported a position in KB Financial Group in Q3 2017 and has held it in 4 quarters since.
  • Hermes Investment Management's KB Financial Group position peaked at $13.9M in Q4 2017.
  • 156 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2018.

Based on Hermes Investment Management's 13F filing for Q2 2018, filed 24 Jul 2018.