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Waddell & Reed Financial’s KB Home KBH Stock Holding History

Waddell & Reed Financial’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
2020
Q4 		– Sell
-251,202
Closed -$9.64M – 496
2020
Q3 		$9.64M Buy
251,202
+72,494
+41% +$2.53M 0.02% 379
2020
Q2 		$5.48M Buy
+178,708
New +$4.92M 0.01% 417

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waddell & Reed Financial's KBH Position: Q4 2020 in Review

Waddell & Reed Financial sold out of KB Home (KBH) in Q4 2020, closing a stake of 251,202 shares — an estimated $9.64M sold.

Waddell & Reed Financial first reported a position in KBH in Q2 2020 and held it in 2 quarters. The position peaked at $9.64M in Q3 2020. 304 funds tracked by Wall St. Rank hold KBH as of Q4 2020.

  • Waddell & Reed Financial reported no remaining KB Home position as of Q4 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 251,202 KB Home shares in Q4 2020, an estimated $9.64M.
  • Waddell & Reed Financial first reported a position in KB Home in Q2 2020 and held it in 2 quarters.
  • Waddell & Reed Financial's KB Home position peaked at $9.64M in Q3 2020.
  • 304 funds tracked by Wall St. Rank held KB Home as of Q4 2020.

Based on Waddell & Reed Financial's 13F filing for Q4 2020, filed 12 Feb 2021.