SRH Advisors’s KB Home KBH Stock Holding History

SRH Advisors’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	-260	Closed	-$22.3K	–	288
2024 Q3	$22.3K	Hold	260	–	–	0.01%	169
2024 Q2	$18.2K	Hold	260	–	–	0.01%	177
2024 Q1	$18.4K	Buy	+260	New	+$16.6K	0.01%	175

Other funds holding KBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

SRH Advisors's KBH Position: Q4 2024 in Review

SRH Advisors sold out of KB Home (KBH) in Q4 2024, closing a stake of 260 shares — an estimated $22.3K sold.

SRH Advisors first reported a position in KBH in Q1 2024 and held it in 3 quarters. The position peaked at $22.3K in Q3 2024. 435 funds tracked by Wall St. Rank hold KBH as of Q4 2024.

SRH Advisors reported no remaining KB Home position as of Q4 2024 after selling out during the quarter.
SRH Advisors sold 260 KB Home shares in Q4 2024, an estimated $22.3K.
SRH Advisors first reported a position in KB Home in Q1 2024 and held it in 3 quarters.
SRH Advisors's KB Home position peaked at $22.3K in Q3 2024.
435 funds tracked by Wall St. Rank held KB Home as of Q4 2024.

Based on SRH Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.