Vontobel Holding
KBH icon

Vontobel Holding’s KB Home KBH Stock Holding History

Vontobel Holding’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
Q3 		– Sell
-4,302
Closed -$222K – 1107
2023
Q2 		$222K Sell
4,302
-1,676
-28% -$75.6K ﹤0.01% 981
2023
Q1 		$240K Buy
+5,978
New +$218K ﹤0.01% 944
2021
Q2 		– Sell
-14,328
Closed -$667K – 1160
2021
Q1 		$667K Buy
+14,328
New +$592K ﹤0.01% 608

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vontobel Holding's KBH Position: Q3 2023 in Review

Vontobel Holding sold out of KB Home (KBH) in Q3 2023, closing a stake of 4,302 shares — an estimated $222K sold.

Vontobel Holding first reported a position in KBH in Q1 2021 and held it in 3 quarters. The position peaked at $667K in Q1 2021. 354 funds tracked by Wall St. Rank hold KBH as of Q3 2023.

  • Vontobel Holding reported no remaining KB Home position as of Q3 2023 after selling out during the quarter.
  • Vontobel Holding sold 4,302 KB Home shares in Q3 2023, an estimated $222K.
  • Vontobel Holding first reported a position in KB Home in Q1 2021 and held it in 3 quarters.
  • Vontobel Holding's KB Home position peaked at $667K in Q1 2021.
  • 354 funds tracked by Wall St. Rank held KB Home as of Q3 2023.

Based on Vontobel Holding's 13F filing for Q3 2023, filed 11 Oct 2023.