Sumitomo Mitsui Trust Group
KBH icon

Sumitomo Mitsui Trust Group’s KB Home KBH Stock Holding History

Sumitomo Mitsui Trust 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
2024
Q3 		– Sell
-6,884
Closed -$483K – 1078
2024
Q2 		$483K Hold
6,884
– – ﹤0.01% 969
2024
Q1 		$488K Sell
6,884
-1,300
-16% -$82.9K ﹤0.01% 1025
2023
Q4 		$511K Hold
8,184
– – ﹤0.01% 1041
2023
Q3 		$379K Buy
8,184
+3,084
+60% +$157K ﹤0.01% 1071
2023
Q2 		$264K Buy
+5,100
New +$230K ﹤0.01% 1102
2022
Q3 		– Sell
-18,900
Closed -$538K – 1225
2022
Q2 		$538K Sell
18,900
-3,900
-17% -$125K ﹤0.01% 1124
2022
Q1 		$738K Buy
22,800
+9,500
+71% +$374K ﹤0.01% 1079
2021
Q4 		$595K Sell
13,300
-2,000
-13% -$83.7K ﹤0.01% 1078
2021
Q3 		$595K Sell
15,300
-2,200
-13% -$91.3K ﹤0.01% 1088
2021
Q2 		$713K Hold
17,500
– – ﹤0.01% 1083
2021
Q1 		$814K Sell
17,500
-10,500
-38% -$434K ﹤0.01% 1033
2020
Q4 		$939K Sell
28,000
-5,900
-17% -$212K ﹤0.01% 1000
2020
Q3 		$1.3M Sell
33,900
-11,400
-25% -$399K ﹤0.01% 939
2020
Q2 		$1.39M Hold
45,300
– – ﹤0.01% 925
2020
Q1 		$820K Buy
45,300
+23,500
+108% +$753K ﹤0.01% 956
2019
Q4 		$747K Buy
21,800
+7,200
+49% +$249K ﹤0.01% 984
2019
Q3 		$496K Buy
+14,600
New +$409K ﹤0.01% 1000

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

Sumitomo Mitsui Trust Group's KBH Position: Q3 2024 in Review

Sumitomo Mitsui Trust Group sold out of KB Home (KBH) in Q3 2024, closing a stake of 6,884 shares — an estimated $483K sold.

Sumitomo Mitsui Trust Group first reported a position in KBH in Q3 2019 and held it in 17 quarters. The position peaked at $1.39M in Q2 2020. 438 funds tracked by Wall St. Rank hold KBH as of Q3 2024.

  • Sumitomo Mitsui Trust Group reported no remaining KB Home position as of Q3 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 6,884 KB Home shares in Q3 2024, an estimated $483K.
  • Sumitomo Mitsui Trust Group first reported a position in KB Home in Q3 2019 and held it in 17 quarters.
  • Sumitomo Mitsui Trust Group's KB Home position peaked at $1.39M in Q2 2020.
  • 438 funds tracked by Wall St. Rank held KB Home as of Q3 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2024, filed 5 Nov 2024.