Next Financial Group’s KB Home KBH Stock Holding History

Next Financial Group’s Portfolio KBH Stock Details KBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$16K	Sell	358 -123	-26%	-$5.15K	﹤0.01%	1988
2021 Q3	$19K	Buy	481 +109	+29%	+$4.53K	﹤0.01%	1819
2021 Q2	$15K	Hold	372	–	–	﹤0.01%	1854
2021 Q1	$17K	Buy	372 +9	+2%	+$372	﹤0.01%	1706
2020 Q4	$12K	Buy	363 +33	+10%	+$1.19K	﹤0.01%	1717
2020 Q3	$13K	Buy	+330	New	+$11.5K	﹤0.01%	1550
2020 Q2	–	Sell	-330	Closed	-$6K	–	1275
2020 Q1	$6K	Hold	330	–	–	﹤0.01%	1661
2019 Q4	$11K	Buy	+330	New	+$11.4K	﹤0.01%	1742

Other funds holding KBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Next Financial Group's KBH Position: Q4 2021 in Review

Next Financial Group reduced its KB Home (KBH) stake by 26% in Q4 2021, selling an estimated $5.15K and leaving 358 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Next Financial Group first reported a position in KBH in Q4 2019 and has held it in 8 quarters since. The position peaked at $19K in Q3 2021. 360 funds tracked by Wall St. Rank hold KBH as of Q4 2021.

Next Financial Group held 358 shares of KB Home worth $16K as of Q4 2021.
Next Financial Group sold 123 KB Home shares in Q4 2021, an estimated $5.15K.
KB Home made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1988 holding.
Next Financial Group first reported a position in KB Home in Q4 2019 and has held it in 8 quarters since.
Next Financial Group's KB Home position peaked at $19K in Q3 2021.
360 funds tracked by Wall St. Rank held KB Home as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.