TIM
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Tortoise Investment Management’s KB Home KBH Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-960
Closed -$61.1K – 855
2025
Q3 		$61.1K Buy
960
+1
+0.1% +$60 0.01% 368
2025
Q2 		$50.8K Hold
959
– – ﹤0.01% 383
2025
Q1 		$55.7K Sell
959
-159
-14% -$10.1K 0.01% 358
2024
Q4 		$73.5K Buy
1,118
+1
+0.1% +$78 0.01% 350
2024
Q3 		$95.8K Hold
1,117
– – 0.01% 320
2024
Q2 		$78.4K Buy
1,117
+963
+625% +$65.6K 0.01% 333
2024
Q1 		$10.9K Hold
154
– – ﹤0.01% 615
2023
Q4 		$9.6K Buy
154
+1
+0.7% +$51 ﹤0.01% 585
2023
Q3 		$7.09K Hold
153
– – ﹤0.01% 598
2023
Q2 		$7.89K Buy
153
+1
+0.7% +$45 ﹤0.01% 586
2023
Q1 		$6.11K Buy
152
+1
+0.7% +$36 ﹤0.01% 595
2022
Q4 		$4.82K Hold
151
– – ﹤0.01% 615
2022
Q3 		$4K Buy
151
+1
+0.7% +$30 ﹤0.01% 622
2022
Q2 		$4K Hold
150
– – ﹤0.01% 616
2022
Q1 		$5K Hold
150
– – ﹤0.01% 564
2021
Q4 		$7K Buy
+150
New +$6.28K ﹤0.01% 511

Other funds holding KBH

BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return