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Lumina Fund Management’s KB Home KBH Stock Holding History

Lumina Fund Management’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
Q3 		– Sell
-14,900
Closed -$770K – 68
2023
Q2 		$770K Hold
14,900
– – 0.33% 31
2023
Q1 		$599K Hold
14,900
– – 0.28% 38
2022
Q4 		$475K Hold
14,900
– – 0.18% 44
2022
Q3 		$386K Buy
14,900
+4,000
+37% +$120K 0.15% 48
2022
Q2 		$310K Buy
+10,900
New +$348K 0.12% 59

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lumina Fund Management's KBH Position: Q3 2023 in Review

Lumina Fund Management sold out of KB Home (KBH) in Q3 2023, closing a stake of 14,900 shares — an estimated $770K sold.

Lumina Fund Management first reported a position in KBH in Q2 2022 and held it in 5 quarters. The position peaked at $770K in Q2 2023. 354 funds tracked by Wall St. Rank hold KBH as of Q3 2023.

  • Lumina Fund Management reported no remaining KB Home position as of Q3 2023 after selling out during the quarter.
  • Lumina Fund Management sold 14,900 KB Home shares in Q3 2023, an estimated $770K.
  • Lumina Fund Management first reported a position in KB Home in Q2 2022 and held it in 5 quarters.
  • Lumina Fund Management's KB Home position peaked at $770K in Q2 2023.
  • 354 funds tracked by Wall St. Rank held KB Home as of Q3 2023.

Based on Lumina Fund Management's 13F filing for Q3 2023, filed 13 Nov 2023.