VIA
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Vident Investment Advisory’s KB Financial Group KB Stock Holding History

Vident Investment Advisory’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-24,472
Closed -$891K – 541
2023
Q2 		$891K Buy
24,472
+8,158
+50% +$301K 0.03% 510
2023
Q1 		$594K Buy
16,314
+7,164
+78% +$296K 0.02% 712
2022
Q4 		$354K Buy
+9,150
New +$330K 0.01% 828

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vident Investment Advisory's KB Position: Q3 2023 in Review

Vident Investment Advisory sold out of KB Financial Group (KB) in Q3 2023, closing a stake of 24,472 shares — an estimated $891K sold.

Vident Investment Advisory first reported a position in KB in Q4 2022 and held it in 3 quarters. The position peaked at $891K in Q2 2023. 183 funds tracked by Wall St. Rank hold KB as of Q3 2023.

  • Vident Investment Advisory reported no remaining KB Financial Group position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 24,472 KB Financial Group shares in Q3 2023, an estimated $891K.
  • Vident Investment Advisory first reported a position in KB Financial Group in Q4 2022 and held it in 3 quarters.
  • Vident Investment Advisory's KB Financial Group position peaked at $891K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.