BPCE
KW

Bank Pictet & Cie (Europe)’s Kennedy-Wilson Holdings KW Stock Holding History

Bank Pictet & Cie (Europe)’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
2024
Q1 		– Sell
-18,084
Closed -$224K – 229
2023
Q4 		$224K Hold
18,084
– – 0.01% 249
2023
Q3 		$267K Hold
18,084
– – 0.01% 227
2023
Q2 		$295K Buy
+18,084
New +$289K 0.01% 223

Other funds holding KW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Bank Pictet & Cie (Europe)'s KW Position: Q1 2024 in Review

Bank Pictet & Cie (Europe) sold out of Kennedy-Wilson Holdings (KW) in Q1 2024, closing a stake of 18,084 shares — an estimated $224K sold.

Bank Pictet & Cie (Europe) first reported a position in KW in Q2 2023 and held it in 3 quarters. The position peaked at $295K in Q2 2023. 218 funds tracked by Wall St. Rank hold KW as of Q1 2024.

  • Bank Pictet & Cie (Europe) reported no remaining Kennedy-Wilson Holdings position as of Q1 2024 after selling out during the quarter.
  • Bank Pictet & Cie (Europe) sold 18,084 Kennedy-Wilson Holdings shares in Q1 2024, an estimated $224K.
  • Bank Pictet & Cie (Europe) first reported a position in Kennedy-Wilson Holdings in Q2 2023 and held it in 3 quarters.
  • Bank Pictet & Cie (Europe)'s Kennedy-Wilson Holdings position peaked at $295K in Q2 2023.
  • 218 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2024.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q1 2024, filed 7 May 2024.