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Schubert & Co’s KB Financial Group KB Stock Holding History

Schubert & Co’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
Q2 		– Sell
-196
Closed -$7.14K – 793
2023
Q1 		$7.14K Buy
196
+122
+165% +$5.04K 0.01% 320
2022
Q4 		$2.86K Sell
74
-159
-68% -$5.74K ﹤0.01% 679
2022
Q3 		$7K Buy
233
+43
+23% +$1.55K 0.01% 281
2022
Q2 		$7K Buy
+190
New +$8.63K 0.01% 245

Other funds holding KB

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Schubert & Co's KB Position: Q2 2023 in Review

Schubert & Co sold out of KB Financial Group (KB) in Q2 2023, closing a stake of 196 shares — an estimated $7.14K sold.

Schubert & Co first reported a position in KB in Q2 2022 and held it in 4 quarters. The position peaked at $7.14K in Q1 2023. 175 funds tracked by Wall St. Rank hold KB as of Q2 2023.

  • Schubert & Co reported no remaining KB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 196 KB Financial Group shares in Q2 2023, an estimated $7.14K.
  • Schubert & Co first reported a position in KB Financial Group in Q2 2022 and held it in 4 quarters.
  • Schubert & Co's KB Financial Group position peaked at $7.14K in Q1 2023.
  • 175 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.