Pathstone Family Office’s KB Home KBH Stock Holding History

Pathstone Family Office’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	$831K	Buy	17,959 +910	+5%	+$46.3K	0.01%	803
2023 Q2	$882K	Sell	17,049 -71	-0.4%	-$3.2K	0.01%	524
2023 Q1	$688K	Sell	17,120 -21,312	-55%	-$778K	0.01%	562
2022 Q4	$1.15M	Buy	38,432 +10,330	+37%	+$308K	0.01%	729
2022 Q3	$730K	Sell	28,102 -1,283	-4%	-$38.6K	0.01%	898
2022 Q2	$837K	Buy	29,385 +9,934	+51%	+$317K	0.02%	394
2022 Q1	$630K	Sell	19,451 -9,652	-33%	-$380K	0.01%	463
2021 Q4	$1.3M	Buy	29,103 +5,076	+21%	+$212K	0.03%	272
2021 Q3	$935K	Buy	24,027 +11,082	+86%	+$460K	0.03%	313
2021 Q2	$528K	Buy	12,945 +111	+0.9%	+$5.12K	0.02%	448
2021 Q1	$597K	Buy	+12,834	New	+$530K	0.02%	309

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 $336B AUM 34.66% 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

Pathstone Family Office's KBH Position: Q3 2023 in Review

Pathstone Family Office increased its KB Home (KBH) stake by 5.3% in Q3 2023, buying an estimated $46.3K and bringing the position to 17,959 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #803.

Pathstone Family Office first reported a position in KBH in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2021. 354 funds tracked by Wall St. Rank hold KBH as of Q3 2023.

Pathstone Family Office held 17,959 shares of KB Home worth $831K as of Q3 2023.
Pathstone Family Office bought 910 KB Home shares in Q3 2023, an estimated $46.3K.
KB Home made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #803 holding.
Pathstone Family Office first reported a position in KB Home in Q1 2021 and has held it in 11 quarters since.
Pathstone Family Office's KB Home position peaked at $1.3M in Q4 2021.
354 funds tracked by Wall St. Rank held KB Home as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.