BTI
KW

Blue Trust Inc’s Kennedy-Wilson Holdings KW Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-491
Closed -$4.77K – 2725
2024
Q3 		$4.77K Buy
+491
New +$5.2K ﹤0.01% 2411
2024
Q1 		– Sell
-25
Closed – – 2479
2023
Q4 		$0 Buy
+25
New +$313 ﹤0.01% 2607

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.61T AUM 30.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Blue Trust Inc's KW Position: Q4 2024 in Review

Blue Trust Inc sold out of Kennedy-Wilson Holdings (KW) in Q4 2024, closing a stake of 491 shares — an estimated $4.77K sold.

Blue Trust Inc first reported a position in KW in Q4 2023 and held it in 2 quarters. The position peaked at $4.77K in Q3 2024. 234 funds tracked by Wall St. Rank hold KW as of Q4 2024.

  • Blue Trust Inc reported no remaining Kennedy-Wilson Holdings position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 491 Kennedy-Wilson Holdings shares in Q4 2024, an estimated $4.77K.
  • Blue Trust Inc first reported a position in Kennedy-Wilson Holdings in Q4 2023 and held it in 2 quarters.
  • Blue Trust Inc's Kennedy-Wilson Holdings position peaked at $4.77K in Q3 2024.
  • 234 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.