BIMC
KW

Benson Investment Management Company’s Kennedy-Wilson Holdings KW Stock Holding History

Benson Investment Management Company’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
2023
Q1 		– Sell
-118,121
Closed -$1.86M – 60
2022
Q4 		$1.86M Sell
118,121
-280
-0.2% -$4.5K 1.1% 43
2022
Q3 		$1.83M Sell
118,401
-400
-0.3% -$7.48K 1.29% 36
2022
Q2 		$2.24M Buy
118,801
+800
+0.7% +$17.2K 1.4% 37
2022
Q1 		$2.88M Buy
+118,001
New +$2.72M 1.44% 39

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Benson Investment Management Company's KW Position: Q1 2023 in Review

Benson Investment Management Company sold out of Kennedy-Wilson Holdings (KW) in Q1 2023, closing a stake of 118,121 shares — an estimated $1.86M sold.

Benson Investment Management Company first reported a position in KW in Q1 2022 and held it in 4 quarters. The position peaked at $2.88M in Q1 2022. 211 funds tracked by Wall St. Rank hold KW as of Q1 2023.

  • Benson Investment Management Company reported no remaining Kennedy-Wilson Holdings position as of Q1 2023 after selling out during the quarter.
  • Benson Investment Management Company sold 118,121 Kennedy-Wilson Holdings shares in Q1 2023, an estimated $1.86M.
  • Benson Investment Management Company first reported a position in Kennedy-Wilson Holdings in Q1 2022 and held it in 4 quarters.
  • Benson Investment Management Company's Kennedy-Wilson Holdings position peaked at $2.88M in Q1 2022.
  • 211 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2023.

Based on Benson Investment Management Company's 13F filing for Q1 2023, filed 10 Apr 2023.