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Shelton Capital Management’s KB Home KBH Stock Holding History

Shelton Capital Management’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
-2,907
Closed -$249K – 757
2024
Q3 		$249K Sell
2,907
-161
-5% -$12.9K 0.01% 594
2024
Q2 		$215K Sell
3,068
-310
-9% -$21.1K 0.01% 659
2024
Q1 		$239K Hold
3,378
– – 0.01% 632
2023
Q4 		$211K Buy
+3,378
New +$174K 0.01% 674
2023
Q3 		– Sell
-4,088
Closed -$211K – 719
2023
Q2 		$211K Buy
+4,088
New +$184K 0.01% 676
2022
Q1 		– Sell
-4,767
Closed -$213K – 844
2021
Q4 		$213K Sell
4,767
-395
-8% -$16.5K 0.01% 762
2021
Q3 		$201K Hold
5,162
– – 0.01% 775
2021
Q2 		$210K Hold
5,162
– – 0.01% 777
2021
Q1 		$240K Buy
+5,162
New +$213K 0.01% 665
2020
Q4 		– Sell
-29,962
Closed -$1.15M – 774
2020
Q3 		$1.15M Buy
+29,962
New +$1.05M 0.05% 331
2017
Q3 		– Sell
-8,723
Closed -$209K – 853
2017
Q2 		$209K Buy
+8,723
New +$185K 0.01% 789

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

Shelton Capital Management's KBH Position: Q4 2024 in Review

Shelton Capital Management sold out of KB Home (KBH) in Q4 2024, closing a stake of 2,907 shares — an estimated $249K sold.

Shelton Capital Management first reported a position in KBH in Q2 2017 and held it in 11 quarters. The position peaked at $1.15M in Q3 2020. 435 funds tracked by Wall St. Rank hold KBH as of Q4 2024.

  • Shelton Capital Management reported no remaining KB Home position as of Q4 2024 after selling out during the quarter.
  • Shelton Capital Management sold 2,907 KB Home shares in Q4 2024, an estimated $249K.
  • Shelton Capital Management first reported a position in KB Home in Q2 2017 and held it in 11 quarters.
  • Shelton Capital Management's KB Home position peaked at $1.15M in Q3 2020.
  • 435 funds tracked by Wall St. Rank held KB Home as of Q4 2024.

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