Private Ocean’s KB Home KBH Stock Holding History

Private Ocean’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
2019 Q4	–	Sell	-305	Closed	-$11K	–	561
2019 Q3	$11K	Hold	305	–	–	﹤0.01%	391
2019 Q2	$7K	Buy	+305	New	+$7.85K	﹤0.01%	363

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Private Ocean's KBH Position: Q4 2019 in Review

Private Ocean sold out of KB Home (KBH) in Q4 2019, closing a stake of 305 shares — an estimated $11K sold.

Private Ocean first reported a position in KBH in Q2 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 273 funds tracked by Wall St. Rank hold KBH as of Q4 2019.

Private Ocean reported no remaining KB Home position as of Q4 2019 after selling out during the quarter.
Private Ocean sold 305 KB Home shares in Q4 2019, an estimated $11K.
Private Ocean first reported a position in KB Home in Q2 2019 and held it in 2 quarters.
Private Ocean's KB Home position peaked at $11K in Q3 2019.
273 funds tracked by Wall St. Rank held KB Home as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.