BCA
KW

Berman Capital Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$12K Sell
607
-3
-0.5% -$63 ﹤0.01% 1129
2021
Q2 		$12K Buy
610
+1
+0.2% +$20 ﹤0.01% 1085
2021
Q1 		$12K Buy
609
+2
+0.3% +$38 ﹤0.01% 961
2020
Q4 		$10K Buy
607
+2
+0.3% +$31 ﹤0.01% 922
2020
Q3 		$8K Buy
605
+376
+164% +$5.59K ﹤0.01% 875
2020
Q2 		$3K Buy
+229
New +$3.3K ﹤0.01% 1151

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 $204B AUM 27.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's KW Position: Q3 2021 in Review

Berman Capital Advisors reduced its Kennedy-Wilson Holdings (KW) stake by 0.49% in Q3 2021, selling an estimated $63 and leaving 607 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Berman Capital Advisors first reported a position in KW in Q2 2020 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold KW as of Q3 2021.

  • Berman Capital Advisors held 607 shares of Kennedy-Wilson Holdings worth $12K as of Q3 2021.
  • Berman Capital Advisors sold 3 Kennedy-Wilson Holdings shares in Q3 2021, an estimated $63.
  • Kennedy-Wilson Holdings made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1129 holding.
  • Berman Capital Advisors first reported a position in Kennedy-Wilson Holdings in Q2 2020 and has held it in 6 quarters since.
  • 178 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.