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Legacy Capital Group California’s KB Home KBH Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-24,013
Closed -$1.11M – 293
2023
Q3 		$1.11M Buy
24,013
+253
+1% +$12.9K 0.48% 39
2023
Q2 		$1.23M Buy
+23,760
New +$1.07M 0.51% 37

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Legacy Capital Group California's KBH Position: Q4 2023 in Review

Legacy Capital Group California sold out of KB Home (KBH) in Q4 2023, closing a stake of 24,013 shares — an estimated $1.11M sold.

Legacy Capital Group California first reported a position in KBH in Q2 2023 and held it in 2 quarters. The position peaked at $1.23M in Q2 2023. 381 funds tracked by Wall St. Rank hold KBH as of Q4 2023.

  • Legacy Capital Group California reported no remaining KB Home position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 24,013 KB Home shares in Q4 2023, an estimated $1.11M.
  • Legacy Capital Group California first reported a position in KB Home in Q2 2023 and held it in 2 quarters.
  • Legacy Capital Group California's KB Home position peaked at $1.23M in Q2 2023.
  • 381 funds tracked by Wall St. Rank held KB Home as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.