BAM
KW

Bellevue Asset Management’s Kennedy-Wilson Holdings KW Stock Holding History

Bellevue Asset Management’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
Q2 		– Sell
-33
Closed -$1K – 624
2020
Q1 		$1K Sell
33
-14
-30% -$279 ﹤0.01% 572
2019
Q4 		$1K Buy
+47
New +$1.05K ﹤0.01% 499

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
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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

Bellevue Asset Management's KW Position: Q2 2020 in Review

Bellevue Asset Management sold out of Kennedy-Wilson Holdings (KW) in Q2 2020, closing a stake of 33 shares — an estimated $1K sold.

Bellevue Asset Management first reported a position in KW in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 176 funds tracked by Wall St. Rank hold KW as of Q2 2020.

  • Bellevue Asset Management reported no remaining Kennedy-Wilson Holdings position as of Q2 2020 after selling out during the quarter.
  • Bellevue Asset Management sold 33 Kennedy-Wilson Holdings shares in Q2 2020, an estimated $1K.
  • Bellevue Asset Management first reported a position in Kennedy-Wilson Holdings in Q4 2019 and held it in 2 quarters.
  • Bellevue Asset Management's Kennedy-Wilson Holdings position peaked at $1K in Q1 2020.
  • 176 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2020.

Based on Bellevue Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.