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Matthew Hamilton Rosenberg’s KB Financial Group KB Stock Holding History

Matthew Hamilton Rosenberg’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
2024
Q1 		– Sell
-2
Closed -$83 – 894
2023
Q4 		$83 Hold
2
– – ﹤0.01% 881
2023
Q3 		$82 Hold
2
– – ﹤0.01% 890
2023
Q2 		$73 Buy
+2
New +$74 ﹤0.01% 919

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Matthew Hamilton Rosenberg's KB Position: Q1 2024 in Review

Matthew Hamilton Rosenberg sold out of KB Financial Group (KB) in Q1 2024, closing a stake of 2 shares — an estimated $83 sold.

Matthew Hamilton Rosenberg first reported a position in KB in Q2 2023 and held it in 3 quarters. The position peaked at $83 in Q4 2023. 225 funds tracked by Wall St. Rank hold KB as of Q1 2024.

  • Matthew Hamilton Rosenberg reported no remaining KB Financial Group position as of Q1 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 2 KB Financial Group shares in Q1 2024, an estimated $83.
  • Matthew Hamilton Rosenberg first reported a position in KB Financial Group in Q2 2023 and held it in 3 quarters.
  • Matthew Hamilton Rosenberg's KB Financial Group position peaked at $83 in Q4 2023.
  • 225 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2024, filed 22 Apr 2024.