Mackenzie Financial’s KB Financial Group KB Stock Holding History

Mackenzie Financial’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
2020 Q1	–	Sell	-17,400	Closed	-$720K	–	1124
2019 Q4	$720K	Buy	+17,400	New	+$666K	﹤0.01%	792
2019 Q3	–	Sell	-5,200	Closed	-$205K	–	1054
2019 Q2	$205K	Sell	5,200 -11,500	-69%	-$448K	﹤0.01%	1032
2019 Q1	$619K	Sell	16,700 -1,300	-7%	-$52K	﹤0.01%	990
2018 Q4	$756K	Buy	18,000 +900	+5%	+$39.4K	﹤0.01%	862
2018 Q3	$826K	Buy	17,100 +1,300	+8%	+$60.6K	﹤0.01%	792
2018 Q2	$734K	Hold	15,800	–	–	﹤0.01%	720
2018 Q1	$915K	Buy	15,800 +1,900	+14%	+$114K	﹤0.01%	651
2017 Q4	$813K	Buy	+13,900	New	+$738K	﹤0.01%	624

Other funds holding KB

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Mackenzie Financial's KB Position: Q1 2020 in Review

Mackenzie Financial sold out of KB Financial Group (KB) in Q1 2020, closing a stake of 17,400 shares — an estimated $720K sold.

Mackenzie Financial first reported a position in KB in Q4 2017 and held it in 8 quarters. The position peaked at $915K in Q1 2018. 124 funds tracked by Wall St. Rank hold KB as of Q1 2020.

Mackenzie Financial reported no remaining KB Financial Group position as of Q1 2020 after selling out during the quarter.
Mackenzie Financial sold 17,400 KB Financial Group shares in Q1 2020, an estimated $720K.
Mackenzie Financial first reported a position in KB Financial Group in Q4 2017 and held it in 8 quarters.
Mackenzie Financial's KB Financial Group position peaked at $915K in Q1 2018.
124 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2020.

Based on Mackenzie Financial's 13F filing for Q1 2020, filed 14 May 2020.