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Steward Financial Group’s KB Home KBH Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+34
New +$1.73K ﹤0.01% 1183
2023
Q2 		– Sell
-34
Closed -$1K – 743
2023
Q1 		$1K Hold
34
– – ﹤0.01% 625
2022
Q4 		$1K Buy
+34
New +$1.01K ﹤0.01% 432

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Steward Financial Group's KBH Position: Q3 2023 in Review

Steward Financial Group opened a new position in KB Home (KBH) in Q3 2023: 34 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1183 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in KBH as recently as Q1 2023.

Steward Financial Group first reported a position in KBH in Q4 2022 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold KBH as of Q3 2023.

  • Steward Financial Group held 34 shares of KB Home worth $1K as of Q3 2023.
  • KB Home was a new Steward Financial Group position in Q3 2023.
  • KB Home made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1183 holding.
  • Steward Financial Group first reported a position in KB Home in Q4 2022 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held KB Home as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.