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KB Financial Partners’s ePlus PLUS Stock Holding History

KB Financial Partners’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5K Hold
74
– – ﹤0.01% 434
2023
Q2 		$4K Hold
74
– – ﹤0.01% 462
2023
Q1 		$4K Hold
74
– – ﹤0.01% 451
2022
Q4 		$3K Sell
74
-20
-21% -$933 ﹤0.01% 476
2022
Q3 		$4K Hold
94
– – ﹤0.01% 441
2022
Q2 		$5K Sell
94
-58
-38% -$3.25K ﹤0.01% 415
2022
Q1 		$9K Hold
152
– – ﹤0.01% 417
2021
Q4 		$8K Buy
+152
New +$8.39K ﹤0.01% 456
2021
Q3 		– Sell
-152
Closed -$7K – 463
2021
Q2 		$7K Sell
152
-38
-20% -$1.81K ﹤0.01% 441
2021
Q1 		$9K Buy
+190
New +$9.01K ﹤0.01% 458

Other funds holding PLUS

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

KB Financial Partners's PLUS Position: Q3 2023 in Review

KB Financial Partners held its ePlus (PLUS) position steady in Q3 2023 at 74 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

KB Financial Partners first reported a position in PLUS in Q1 2021 and has held it in 10 quarters since. The position peaked at $9K in Q1 2022. 216 funds tracked by Wall St. Rank hold PLUS as of Q3 2023.

  • KB Financial Partners held 74 shares of ePlus worth $5K as of Q3 2023.
  • KB Financial Partners left its ePlus share count unchanged in Q3 2023.
  • ePlus made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #434 holding.
  • KB Financial Partners first reported a position in ePlus in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's ePlus position peaked at $9K in Q1 2022.
  • 216 funds tracked by Wall St. Rank held ePlus as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.