AG
KW

Aperio Group’s Kennedy-Wilson Holdings KW Stock Holding History

Aperio Group’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$577K Buy
32,241
+2,304
+8% +$36K ﹤0.01% 1896
2020
Q3 		$435K Buy
29,937
+4,314
+17% +$64.2K ﹤0.01% 1884
2020
Q2 		$390K Sell
25,623
-1,315
-5% -$18.9K ﹤0.01% 1895
2020
Q1 		$362K Sell
26,938
-25,645
-49% -$511K ﹤0.01% 1815
2019
Q4 		$1.17M Buy
52,583
+798
+2% +$17.9K ﹤0.01% 1354
2019
Q3 		$1.14M Buy
51,785
+6,182
+14% +$132K ﹤0.01% 1327
2019
Q2 		$938K Buy
45,603
+2,878
+7% +$61.2K ﹤0.01% 1434
2019
Q1 		$914K Buy
42,725
+5,752
+16% +$117K ﹤0.01% 1405
2018
Q4 		$672K Buy
36,973
+2,628
+8% +$50.4K ﹤0.01% 1517
2018
Q3 		$738K Buy
34,345
+2,665
+8% +$57.1K ﹤0.01% 1566
2018
Q2 		$670K Buy
31,680
+893
+3% +$17.5K ﹤0.01% 1610
2018
Q1 		$536K Buy
30,787
+16,522
+116% +$283K ﹤0.01% 1664
2017
Q4 		$247K Sell
14,265
-4,449
-24% -$83.8K ﹤0.01% 2055
2017
Q3 		$347K Buy
18,714
+8,689
+87% +$167K ﹤0.01% 1842
2017
Q2 		$190K Sell
10,025
-218
-2% -$4.41K ﹤0.01% 2110
2017
Q1 		$228K Buy
+10,243
New +$216K ﹤0.01% 1971

Other funds holding KW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's KW Position: Q4 2020 in Review

Aperio Group increased its Kennedy-Wilson Holdings (KW) stake by 7.7% in Q4 2020, buying an estimated $36K and bringing the position to 32,241 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Aperio Group first reported a position in KW in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.17M in Q4 2019. 178 funds tracked by Wall St. Rank hold KW as of Q4 2020.

  • Aperio Group held 32,241 shares of Kennedy-Wilson Holdings worth $577K as of Q4 2020.
  • Aperio Group bought 2,304 Kennedy-Wilson Holdings shares in Q4 2020, an estimated $36K.
  • Kennedy-Wilson Holdings made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1896 holding.
  • Aperio Group first reported a position in Kennedy-Wilson Holdings in Q1 2017 and has held it in 16 quarters since.
  • Aperio Group's Kennedy-Wilson Holdings position peaked at $1.17M in Q4 2019.
  • 178 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.