ZAM
KUB

Zevin Asset Management’s KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) KUB Stock Holding History

Zevin Asset Management’s Portfolio KUB Stock Details KUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-52,021
Closed -$4.13M – 83
2024
Q1 		$4.13M Buy
52,021
+21,911
+73% +$1.74M 0.69% 42
2023
Q4 		$2.25M Buy
30,110
+12,070
+67% +$904K 0.4% 46
2023
Q3 		$1.33M Buy
18,040
+7
+0% +$515 0.27% 47
2023
Q2 		$1.32M Buy
18,033
+493
+3% +$36K 0.26% 46
2023
Q1 		$1.33M Buy
17,540
+1,601
+10% +$121K 0.27% 46
2022
Q4 		$1.09M Sell
15,939
-757
-5% -$51.6K 0.24% 46
2022
Q3 		$1.16M Buy
16,696
+1,284
+8% +$89.4K 0.27% 46
2022
Q2 		$1.12M Buy
15,412
+862
+6% +$62.6K 0.25% 47
2022
Q1 		$1.36M Buy
14,550
+1,631
+13% +$153K 0.26% 47
2021
Q4 		$1.44M Buy
12,919
+2,196
+20% +$245K 0.26% 47
2021
Q3 		$1.14M Buy
10,723
+1,905
+22% +$203K 0.22% 48
2021
Q2 		$891K Buy
8,818
+4,295
+95% +$434K 0.18% 50
2021
Q1 		$520K Buy
+4,523
New +$520K 0.12% 60

Other funds holding KUB

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Zevin Asset Management's KUB Position: Q2 2024 in Review

Zevin Asset Management sold out of KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) (KUB) in Q2 2024, closing a stake of 52,021 shares — an estimated $4.13M sold.

Zevin Asset Management first reported a position in KUB in Q1 2021 and held it in 13 quarters. The position peaked at $4.13M in Q1 2024. 7 funds tracked by Wall St. Rank hold KUB as of Q2 2024.

  • Zevin Asset Management reported no remaining KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position as of Q2 2024 after selling out during the quarter.
  • Zevin Asset Management sold 52,021 KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) shares in Q2 2024, an estimated $4.13M.
  • Zevin Asset Management first reported a position in KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) in Q1 2021 and held it in 13 quarters.
  • Zevin Asset Management's KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position peaked at $4.13M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) as of Q2 2024.

Based on Zevin Asset Management's 13F filing for Q2 2024, filed 29 Jul 2024.