Omnia Family Wealth’s KB Home KBH Stock Holding History

Omnia Family Wealth’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
2023 Q3	–	Sell	-4,231	Closed	-$219K	–	71
2023 Q2	$219K	Buy	+4,231	New	+$191K	0.15%	61
2019 Q4	–	Sell	-6,684	Closed	-$227K	–	96
2019 Q3	$227K	Buy	+6,684	New	+$187K	0.17%	77
2019 Q2	–	Sell	-7,000	Closed	-$169K	–	319
2019 Q1	$169K	Hold	7,000	–	–	0.08%	102
2018 Q4	$134K	Hold	7,000	–	–	0.07%	105
2018 Q3	$167K	Hold	7,000	–	–	0.08%	95
2018 Q2	$191K	Hold	7,000	–	–	0.09%	90
2018 Q1	$199K	Hold	7,000	–	–	0.09%	87
2017 Q4	$224K	Hold	7,000	–	–	0.1%	82
2017 Q3	$169K	Hold	7,000	–	–	0.08%	97
2017 Q2	$168K	Hold	7,000	–	–	0.08%	97
2017 Q1	$139K	Hold	7,000	–	–	0.07%	103
2016 Q4	$111K	Buy	+7,000	New	+$109K	0.06%	110

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Omnia Family Wealth's KBH Position: Q3 2023 in Review

Omnia Family Wealth sold out of KB Home (KBH) in Q3 2023, closing a stake of 4,231 shares — an estimated $219K sold.

Omnia Family Wealth first reported a position in KBH in Q4 2016 and held it in 12 quarters. The position peaked at $227K in Q3 2019. 354 funds tracked by Wall St. Rank hold KBH as of Q3 2023.

Omnia Family Wealth reported no remaining KB Home position as of Q3 2023 after selling out during the quarter.
Omnia Family Wealth sold 4,231 KB Home shares in Q3 2023, an estimated $219K.
Omnia Family Wealth first reported a position in KB Home in Q4 2016 and held it in 12 quarters.
Omnia Family Wealth's KB Home position peaked at $227K in Q3 2019.
354 funds tracked by Wall St. Rank held KB Home as of Q3 2023.

Based on Omnia Family Wealth's 13F filing for Q3 2023, filed 1 Nov 2023.