INVST’s KB Home KBH Stock Holding History

INVST’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
2025 Q1	–	Sell	-11,606	Closed	-$763K	–	306
2024 Q4	$763K	Sell	11,606 -861	-7%	-$67K	0.09%	141
2024 Q3	$1.07M	Sell	12,467 -80	-0.6%	-$6.43K	0.13%	96
2024 Q2	$846K	Buy	12,547 +751	+6%	+$51.1K	0.09%	117
2024 Q1	$824K	Buy	+11,796	New	+$753K	0.1%	117

Other funds holding KBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

INVST's KBH Position: Q1 2025 in Review

INVST sold out of KB Home (KBH) in Q1 2025, closing a stake of 11,606 shares — an estimated $763K sold.

INVST first reported a position in KBH in Q1 2024 and held it in 4 quarters. The position peaked at $1.07M in Q3 2024. 413 funds tracked by Wall St. Rank hold KBH as of Q1 2025.

INVST reported no remaining KB Home position as of Q1 2025 after selling out during the quarter.
INVST sold 11,606 KB Home shares in Q1 2025, an estimated $763K.
INVST first reported a position in KB Home in Q1 2024 and held it in 4 quarters.
INVST's KB Home position peaked at $1.07M in Q3 2024.
413 funds tracked by Wall St. Rank held KB Home as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.