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	–	1369
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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

TSAM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $18.3B AUM 36.97% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace North America's KB Position: Q3 2021 in Review

Marshall Wace North America reduced its KB Financial Group (KB) stake by 51% in Q3 2021, selling an estimated $2.02M and leaving 42,407 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #723.

Marshall Wace North America first reported a position in KB in Q2 2018 and has held it in 9 quarters since. The position peaked at $4.29M in Q2 2021. 167 funds tracked by Wall St. Rank hold KB as of Q3 2021.

Marshall Wace North America held 42,407 shares of KB Financial Group worth $1.97M as of Q3 2021.
Marshall Wace North America sold 44,696 KB Financial Group shares in Q3 2021, an estimated $2.02M.
KB Financial Group made up 0.01% of Marshall Wace North America's portfolio in Q3 2021, its #723 holding.
Marshall Wace North America first reported a position in KB Financial Group in Q2 2018 and has held it in 9 quarters since.
Marshall Wace North America's KB Financial Group position peaked at $4.29M in Q2 2021.
167 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.