LCM
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Logan Capital Management’s KB Financial Group KB Stock Holding History

Logan Capital 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
2023
Q4 		– Sell
-187
Closed -$7.69K – 512
2023
Q3 		$7.69K Hold
187
– – ﹤0.01% 416
2023
Q2 		$6.81K Hold
187
– – ﹤0.01% 411
2023
Q1 		$6.81K Hold
187
– – ﹤0.01% 427
2022
Q4 		$7.23K Hold
187
– – ﹤0.01% 450
2022
Q3 		$6K Hold
187
– – ﹤0.01% 442
2022
Q2 		$7K Buy
+187
New +$8.49K ﹤0.01% 452

Other funds holding KB

Dimensional Fund Advisors
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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Logan Capital Management's KB Position: Q4 2023 in Review

Logan Capital Management sold out of KB Financial Group (KB) in Q4 2023, closing a stake of 187 shares — an estimated $7.69K sold.

Logan Capital Management first reported a position in KB in Q2 2022 and held it in 6 quarters. The position peaked at $7.69K in Q3 2023. 205 funds tracked by Wall St. Rank hold KB as of Q4 2023.

  • Logan Capital Management reported no remaining KB Financial Group position as of Q4 2023 after selling out during the quarter.
  • Logan Capital Management sold 187 KB Financial Group shares in Q4 2023, an estimated $7.69K.
  • Logan Capital Management first reported a position in KB Financial Group in Q2 2022 and held it in 6 quarters.
  • Logan Capital Management's KB Financial Group position peaked at $7.69K in Q3 2023.
  • 205 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2023.

Based on Logan Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.