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Simplicity Solutions’s KB Financial Group KB Stock Holding History

Simplicity Solutions’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
Q4 		$457K Buy
11,048
+1,407
+15% +$57K 0.01% 698
2023
Q3 		$396K Buy
9,641
+2,060
+27% +$81.6K 0.01% 670
2023
Q2 		$276K Sell
7,581
-251
-3% -$9.26K 0.01% 857
2023
Q1 		$285K Buy
+7,832
New +$323K 0.01% 872

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Simplicity Solutions's KB Position: Q4 2023 in Review

Simplicity Solutions increased its KB Financial Group (KB) stake by 15% in Q4 2023, buying an estimated $57K and bringing the position to 11,048 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #698.

Simplicity Solutions first reported a position in KB in Q1 2023 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold KB as of Q4 2023.

  • Simplicity Solutions held 11,048 shares of KB Financial Group worth $457K as of Q4 2023.
  • Simplicity Solutions bought 1,407 KB Financial Group shares in Q4 2023, an estimated $57K.
  • KB Financial Group made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #698 holding.
  • Simplicity Solutions first reported a position in KB Financial Group in Q1 2023 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.