SW
KUB

SVB Wealth’s KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) KUB Stock Holding History

SVB Wealth’s Portfolio KUB Stock Details KUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,105
Closed -$224K – 987
2021
Q3 		$224K Buy
+2,105
New +$224K ﹤0.01% 877
2016
Q4 		– Sell
-3,203
Closed -$239K – 529
2016
Q3 		$239K Sell
3,203
-1,592
-33% -$119K 0.01% 474
2016
Q2 		$320K Buy
+4,795
New +$320K 0.01% 422

Other funds holding KUB

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SVB Wealth's KUB Position: Q4 2021 in Review

SVB Wealth sold out of KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) (KUB) in Q4 2021, closing a stake of 2,105 shares — an estimated $224K sold.

SVB Wealth first reported a position in KUB in Q2 2016 and held it in 3 quarters. The position peaked at $320K in Q2 2016. 11 funds tracked by Wall St. Rank hold KUB as of Q4 2021.

  • SVB Wealth reported no remaining KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position as of Q4 2021 after selling out during the quarter.
  • SVB Wealth sold 2,105 KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) shares in Q4 2021, an estimated $224K.
  • SVB Wealth first reported a position in KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) in Q2 2016 and held it in 3 quarters.
  • SVB Wealth's KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position peaked at $320K in Q2 2016.
  • 11 funds tracked by Wall St. Rank held KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.