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Leuthold Group’s KB Financial Group KB Stock Holding History

Leuthold Group’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 		– Sell
-74,561
Closed -$4.32M – 222
2018
Q1 		$4.32M Sell
74,561
-14,284
-16% -$857K 0.49% 72
2017
Q4 		$5.2M Sell
88,845
-1,708
-2% -$90.7K 0.52% 75
2017
Q3 		$4.44M Sell
90,553
-1,867
-2% -$93.1K 0.45% 85
2017
Q2 		$4.67M Sell
92,420
-4,168
-4% -$194K 0.5% 73
2017
Q1 		$4.25M Sell
96,588
-1,953
-2% -$80.4K 0.46% 86
2016
Q4 		$3.48M Sell
98,541
-9,723
-9% -$350K 0.39% 117
2016
Q3 		$3.7M Buy
+108,264
New +$3.54M 0.39% 94

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Leuthold Group's KB Position: Q2 2018 in Review

Leuthold Group sold out of KB Financial Group (KB) in Q2 2018, closing a stake of 74,561 shares — an estimated $4.32M sold.

Leuthold Group first reported a position in KB in Q3 2016 and held it in 7 quarters. The position peaked at $5.2M in Q4 2017. 156 funds tracked by Wall St. Rank hold KB as of Q2 2018.

  • Leuthold Group reported no remaining KB Financial Group position as of Q2 2018 after selling out during the quarter.
  • Leuthold Group sold 74,561 KB Financial Group shares in Q2 2018, an estimated $4.32M.
  • Leuthold Group first reported a position in KB Financial Group in Q3 2016 and held it in 7 quarters.
  • Leuthold Group's KB Financial Group position peaked at $5.2M in Q4 2017.
  • 156 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2018.

Based on Leuthold Group's 13F filing for Q2 2018, filed 14 Aug 2018.