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Oaktree Fund Advisors’s KB Financial Group KB Stock Holding History

Oaktree Fund Advisors’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 		– Sell
-200
Closed -$10K – 16
2021
Q2 		$10K Buy
+200
New +$9.98K 0.95% 16

Other funds holding KB

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Lazard Asset Management
Lazard Asset Management New York $60.8B 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 $5.72T 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

Oaktree Fund Advisors's KB Position: Q3 2021 in Review

Oaktree Fund Advisors sold out of KB Financial Group (KB) in Q3 2021, closing a stake of 200 shares — an estimated $10K sold.

Oaktree Fund Advisors first reported a position in KB in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 166 funds tracked by Wall St. Rank hold KB as of Q3 2021.

  • Oaktree Fund Advisors reported no remaining KB Financial Group position as of Q3 2021 after selling out during the quarter.
  • Oaktree Fund Advisors sold 200 KB Financial Group shares in Q3 2021, an estimated $10K.
  • Oaktree Fund Advisors first reported a position in KB Financial Group in Q2 2021 and held it in 1 quarter.
  • Oaktree Fund Advisors's KB Financial Group position peaked at $10K in Q2 2021.
  • 166 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2021.

Based on Oaktree Fund Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.