Sowell Financial Services’s KB Home KBH Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-27	Closed	-$1K	–	1693
2021 Q1	$1K	Buy	+27	New	+$1.11K	﹤0.01%	2966
2020 Q4	–	Sell	-108	Closed	-$4K	–	2780
2020 Q3	$4K	Hold	108	–	–	﹤0.01%	2054
2020 Q2	$3K	Hold	108	–	–	﹤0.01%	2049
2020 Q1	$2K	Hold	108	–	–	﹤0.01%	2079
2019 Q4	$4K	Hold	108	–	–	﹤0.01%	1977
2019 Q3	$4K	Buy	+108	New	+$3.02K	﹤0.01%	1845

Other funds holding KBH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return