MIM
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Mittleman Investment Management’s KB Financial Group KB Stock Holding History

Mittleman Investment Management’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
2019
Q2 		– Sell
-215,075
Closed -$7.97M – 8
2019
Q1 		$7.97M Sell
215,075
-21,405
-9% -$856K 5.39% 5
2018
Q4 		$9.93M Sell
236,480
-28,547
-11% -$1.25M 5.87% 5
2018
Q3 		$12.8M Buy
265,027
+16,870
+7% +$787K 5.89% 6
2018
Q2 		$11.5M Sell
248,157
-31,040
-11% -$1.64M 6.17% 6
2018
Q1 		$16.2M Sell
279,197
-136,450
-33% -$8.18M 8.37% 6
2017
Q4 		$24.3M Sell
415,647
-38,575
-8% -$2.05M 10.89% 4
2017
Q3 		$22.3M Buy
454,222
+28,496
+7% +$1.42M 10.17% 4
2017
Q2 		$21.5M Sell
425,726
-99,802
-19% -$4.64M 11.72% 4
2017
Q1 		$23.1M Sell
525,528
-160,737
-23% -$6.62M 11.51% 5
2016
Q4 		$24.2M Sell
686,265
-49,862
-7% -$1.79M 11.99% 4
2016
Q3 		$25.2M Sell
736,127
-23,360
-3% -$765K 10.08% 5
2016
Q2 		$21.6M Buy
759,487
+51,520
+7% +$1.49M 9.74% 5
2016
Q1 		$19.5M Sell
707,967
-16,645
-2% -$425K 9.14% 6
2015
Q4 		$20.2M Sell
724,612
-24,177
-3% -$731K 10.29% 5
2015
Q3 		$22M Sell
748,789
-23,224
-3% -$704K 11.53% 5
2015
Q2 		$25.4M Sell
772,013
-9,013
-1% -$325K 11.11% 4
2015
Q1 		$27.4M Buy
781,026
+6,095
+0.8% +$208K 12.4% 4
2014
Q4 		$25.3M Buy
774,931
+68,234
+10% +$2.45M 11.8% 4
2014
Q3 		$25.6M Buy
706,697
+83,657
+13% +$3.19M 12.26% 4
2014
Q2 		$21.7M Buy
623,040
+148,671
+31% +$5.17M 11.5% 5
2014
Q1 		$16.7M Buy
474,369
+177,488
+60% +$6.29M 9.68% 4
2013
Q4 		$12M Buy
296,881
+102,529
+53% +$3.87M 6.51% 5
2013
Q3 		$6.81M Buy
194,352
+24,838
+15% +$804K 4.58% 7
2013
Q2 		$5.02M Buy
+169,514
New +$5.42M 3.87% 11

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Mittleman Investment Management's KB Position: Q2 2019 in Review

Mittleman Investment Management sold out of KB Financial Group (KB) in Q2 2019, closing a stake of 215,075 shares — an estimated $7.97M sold.

Mittleman Investment Management first reported a position in KB in Q2 2013 and held it in 24 quarters. The position peaked at $27.4M in Q1 2015. 142 funds tracked by Wall St. Rank hold KB as of Q2 2019.

  • Mittleman Investment Management reported no remaining KB Financial Group position as of Q2 2019 after selling out during the quarter.
  • Mittleman Investment Management sold 215,075 KB Financial Group shares in Q2 2019, an estimated $7.97M.
  • Mittleman Investment Management first reported a position in KB Financial Group in Q2 2013 and held it in 24 quarters.
  • Mittleman Investment Management's KB Financial Group position peaked at $27.4M in Q1 2015.
  • 142 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2019.

Based on Mittleman Investment Management's 13F filing for Q2 2019, filed 13 Aug 2019.