MWNA
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Marshall Wace North America’s KB Financial Group KB Stock Holding History

Marshall Wace North America’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
2021
Q3 		$1.97M Sell
42,407
-44,696
-51% -$2.02M 0.01% 723
2021
Q2 		$4.29M Buy
87,103
+48,410
+125% +$2.42M 0.02% 594
2021
Q1 		$1.91M Buy
38,693
+12,160
+46% +$506K 0.01% 841
2020
Q4 		$1.05M Buy
+26,533
New +$1.04M ﹤0.01% 937
2020
Q1 		– Sell
-59,163
Closed -$2.45M – 1420
2019
Q4 		$2.45M Buy
59,163
+54,765
+1,245% +$2.09M 0.01% 533
2019
Q3 		$158K Buy
+4,398
New +$155K ﹤0.01% 993
2019
Q2 		– Sell
-2,313
Closed -$86K – 1370
2019
Q1 		$86K Sell
2,313
-6,310
-73% -$252K ﹤0.01% 1143
2018
Q4 		$362K Buy
+8,623
New +$377K ﹤0.01% 847
2018
Q3 		– Sell
-42,958
Closed -$2M – 1142
2018
Q2 		$2M Buy
+42,958
New +$2.27M 0.01% 765

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return