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Roundview Capital’s KB Home KBH Stock Holding History

Roundview Capital’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
2024
Q4 		– Sell
-10,295
Closed -$882K – 340
2024
Q3 		$882K Buy
+10,295
New +$828K 0.06% 232
2015
Q3 		– Sell
-55,100
Closed -$915K – 165
2015
Q2 		$915K Sell
55,100
-23,350
-30% -$356K 0.34% 76
2015
Q1 		$1.23M Buy
78,450
+22,500
+40% +$314K 0.48% 67
2014
Q4 		$926K Buy
+55,950
New +$899K 0.38% 79

Other funds holding KBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Roundview Capital's KBH Position: Q4 2024 in Review

Roundview Capital sold out of KB Home (KBH) in Q4 2024, closing a stake of 10,295 shares — an estimated $882K sold.

Roundview Capital first reported a position in KBH in Q4 2014 and held it in 4 quarters. The position peaked at $1.23M in Q1 2015. 435 funds tracked by Wall St. Rank hold KBH as of Q4 2024.

  • Roundview Capital reported no remaining KB Home position as of Q4 2024 after selling out during the quarter.
  • Roundview Capital sold 10,295 KB Home shares in Q4 2024, an estimated $882K.
  • Roundview Capital first reported a position in KB Home in Q4 2014 and held it in 4 quarters.
  • Roundview Capital's KB Home position peaked at $1.23M in Q1 2015.
  • 435 funds tracked by Wall St. Rank held KB Home as of Q4 2024.

Based on Roundview Capital's 13F filing for Q4 2024, filed 12 Feb 2025.