Sarah Ketterer’s KB Financial Group KB Stock Holding History

Sarah Ketterer’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
2024 Q2	–	Sell	-21,119	Closed	-$1.1M	–	92
2024 Q1	$1.1M	Sell	21,119 -14,903	-41%	-$703K	0.03%	77
2023 Q4	$1.49M	Buy	36,022 +9,690	+37%	+$392K	0.04%	85
2023 Q3	$1.08M	Hold	26,332	–	–	0.03%	86
2023 Q2	$958K	Hold	26,332	–	–	0.03%	80
2023 Q1	$959K	Sell	26,332 -15,393	-37%	-$636K	0.02%	76
2022 Q4	$1.61M	Hold	41,725	–	–	0.05%	74
2022 Q3	$1.26M	Hold	41,725	–	–	0.04%	76
2022 Q2	$1.55M	Hold	41,725	–	–	0.04%	71
2022 Q1	$2.04M	Hold	41,725	–	–	0.05%	68
2021 Q4	$1.93M	Buy	+41,725	New	+$1.98M	0.04%	75
2018 Q3	–	Sell	-39,560	Closed	-$1.86M	–	89
2018 Q2	$1.86M	Buy	+39,560	New	+$2.09M	0.02%	67

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Sarah Ketterer's KB Position: Q2 2024 in Review

Sarah Ketterer sold out of KB Financial Group (KB) in Q2 2024, closing a stake of 21,119 shares — an estimated $1.1M sold.

Sarah Ketterer first reported a position in KB in Q2 2018 and held it in 11 quarters. The position peaked at $2.04M in Q1 2022. 224 funds tracked by Wall St. Rank hold KB as of Q2 2024.

Sarah Ketterer reported no remaining KB Financial Group position as of Q2 2024 after selling out during the quarter.
Sarah Ketterer sold 21,119 KB Financial Group shares in Q2 2024, an estimated $1.1M.
Sarah Ketterer first reported a position in KB Financial Group in Q2 2018 and held it in 11 quarters.
Sarah Ketterer's KB Financial Group position peaked at $2.04M in Q1 2022.
224 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2024.

Based on Causeway Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.