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Sandy Spring Bank’s KB Financial Group KB Stock Holding History

Sandy Spring Bank’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-88
Closed -$3.2K – 1230
2023
Q2 		$3.2K Buy
+88
New +$3.25K ﹤0.01% 1016
2018
Q2 		– Sell
-15
Closed -$1K – 798
2018
Q1 		$1K Buy
+15
New +$900 ﹤0.01% 817

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sandy Spring Bank's KB Position: Q3 2023 in Review

Sandy Spring Bank sold out of KB Financial Group (KB) in Q3 2023, closing a stake of 88 shares — an estimated $3.2K sold.

Sandy Spring Bank first reported a position in KB in Q1 2018 and held it in 2 quarters. The position peaked at $3.2K in Q2 2023. 183 funds tracked by Wall St. Rank hold KB as of Q3 2023.

  • Sandy Spring Bank reported no remaining KB Financial Group position as of Q3 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 88 KB Financial Group shares in Q3 2023, an estimated $3.2K.
  • Sandy Spring Bank first reported a position in KB Financial Group in Q1 2018 and held it in 2 quarters.
  • Sandy Spring Bank's KB Financial Group position peaked at $3.2K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.