Virtus Fund Advisers’s KB Home KBH Stock Holding History

Virtus Fund Advisers’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
2024 Q4	–	Sell	-1,210	Closed	-$104K	–	122
2024 Q3	$104K	Hold	1,210	–	–	0.42%	26
2024 Q2	$84.9K	Buy	1,210 +35	+3%	+$2.38K	0.34%	32
2024 Q1	$83.3K	Buy	1,175 +125	+12%	+$7.97K	0.29%	38
2023 Q4	$65.6K	Hold	1,050	–	–	0.41%	36
2023 Q3	$48.6K	Buy	+1,050	New	+$53.4K	0.34%	47
2016 Q1	–	Sell	-211	Closed	-$3K	–	638
2015 Q4	$3K	Hold	211	–	–	﹤0.01%	811
2015 Q3	$3K	Hold	211	–	–	﹤0.01%	807
2015 Q2	$4K	Sell	211 -1,522	-88%	-$23.2K	﹤0.01%	809
2015 Q1	$27K	Sell	1,733 -2,158,681	-100%	-$30.1M	﹤0.01%	826
2014 Q4	$35.8M	Sell	2,160,414 -343,550	-14%	-$5.52M	0.26%	134
2014 Q3	$37.4M	Buy	2,503,964 +211,109	+9%	+$3.62M	0.28%	131
2014 Q2	$42.8M	Buy	+2,292,855	New	+$38.4M	0.3%	130

Other funds holding KBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Virtus Fund Advisers's KBH Position: Q4 2024 in Review

Virtus Fund Advisers sold out of KB Home (KBH) in Q4 2024, closing a stake of 1,210 shares — an estimated $104K sold.

Virtus Fund Advisers first reported a position in KBH in Q2 2014 and held it in 12 quarters. The position peaked at $42.8M in Q2 2014. 435 funds tracked by Wall St. Rank hold KBH as of Q4 2024.

Virtus Fund Advisers reported no remaining KB Home position as of Q4 2024 after selling out during the quarter.
Virtus Fund Advisers sold 1,210 KB Home shares in Q4 2024, an estimated $104K.
Virtus Fund Advisers first reported a position in KB Home in Q2 2014 and held it in 12 quarters.
Virtus Fund Advisers's KB Home position peaked at $42.8M in Q2 2014.
435 funds tracked by Wall St. Rank held KB Home as of Q4 2024.

Based on Virtus Fund Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.