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Tompkins Financial’s KB Home KBH Stock Holding History

Tompkins Financial’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
Q2 		– Sell
-600
Closed -$24.1K – 624
2023
Q1 		$24.1K Hold
600
– – ﹤0.01% 404
2022
Q4 		$19K Hold
600
– – ﹤0.01% 418
2022
Q3 		$16K Hold
600
– – ﹤0.01% 435
2022
Q2 		$17K Buy
+600
New +$19.2K ﹤0.01% 424
2021
Q1 		– Sell
-7
Closed – – 474
2020
Q4 		$0 Buy
+7
New +$251 ﹤0.01% 552

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Tompkins Financial's KBH Position: Q2 2023 in Review

Tompkins Financial sold out of KB Home (KBH) in Q2 2023, closing a stake of 600 shares — an estimated $24.1K sold.

Tompkins Financial first reported a position in KBH in Q4 2020 and held it in 5 quarters. The position peaked at $24.1K in Q1 2023. 361 funds tracked by Wall St. Rank hold KBH as of Q2 2023.

  • Tompkins Financial reported no remaining KB Home position as of Q2 2023 after selling out during the quarter.
  • Tompkins Financial sold 600 KB Home shares in Q2 2023, an estimated $24.1K.
  • Tompkins Financial first reported a position in KB Home in Q4 2020 and held it in 5 quarters.
  • Tompkins Financial's KB Home position peaked at $24.1K in Q1 2023.
  • 361 funds tracked by Wall St. Rank held KB Home as of Q2 2023.

Based on Tompkins Financial's 13F filing for Q2 2023, filed 12 Jul 2023.