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USA Financial Formulas’s KB Home KBH Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-10
Closed -$463 – 449
2023
Q3 		$463 Sell
10
-56
-85% -$2.85K ﹤0.01% 453
2023
Q2 		$3.41K Buy
+66
New +$2.98K 0.01% 246
2020
Q2 		– Sell
-1,499
Closed -$27K – 283
2020
Q1 		$27K Sell
1,499
-6,517
-81% -$209K 0.02% 144
2019
Q4 		$275K Buy
+8,016
New +$277K 0.11% 97
2017
Q1 		– Sell
-16,408
Closed -$259K – 292
2016
Q4 		$259K Buy
+16,408
New +$256K 0.06% 212

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

USA Financial Formulas's KBH Position: Q4 2023 in Review

USA Financial Formulas sold out of KB Home (KBH) in Q4 2023, closing a stake of 10 shares — an estimated $463 sold.

USA Financial Formulas first reported a position in KBH in Q4 2016 and held it in 5 quarters. The position peaked at $275K in Q4 2019. 381 funds tracked by Wall St. Rank hold KBH as of Q4 2023.

  • USA Financial Formulas reported no remaining KB Home position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 10 KB Home shares in Q4 2023, an estimated $463.
  • USA Financial Formulas first reported a position in KB Home in Q4 2016 and held it in 5 quarters.
  • USA Financial Formulas's KB Home position peaked at $275K in Q4 2019.
  • 381 funds tracked by Wall St. Rank held KB Home as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.