Sageworth Trust’s KB Home KBH Stock Holding History

Sageworth Trust’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
2022 Q1	–	Sell	-108	Closed	-$5K	–	576
2021 Q4	$5K	Sell	108 -362	-77%	-$15.2K	﹤0.01%	395
2021 Q3	$18K	Hold	470	–	–	﹤0.01%	391
2021 Q2	$19K	Buy	+470	New	+$21.7K	﹤0.01%	408

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Sageworth Trust's KBH Position: Q1 2022 in Review

Sageworth Trust sold out of KB Home (KBH) in Q1 2022, closing a stake of 108 shares — an estimated $5K sold.

Sageworth Trust first reported a position in KBH in Q2 2021 and held it in 3 quarters. The position peaked at $19K in Q2 2021. 339 funds tracked by Wall St. Rank hold KBH as of Q1 2022.

Sageworth Trust reported no remaining KB Home position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 108 KB Home shares in Q1 2022, an estimated $5K.
Sageworth Trust first reported a position in KB Home in Q2 2021 and held it in 3 quarters.
Sageworth Trust's KB Home position peaked at $19K in Q2 2021.
339 funds tracked by Wall St. Rank held KB Home as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.