BSW
KW

Buckingham Strategic Wealth’s Kennedy-Wilson Holdings KW Stock Holding History

Buckingham Strategic Wealth’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
Q4 		– Sell
-15,170
Closed -$220K – 558
2020
Q3 		$220K Buy
+15,170
New +$226K 0.02% 437

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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

Buckingham Strategic Wealth's KW Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of Kennedy-Wilson Holdings (KW) in Q4 2020, closing a stake of 15,170 shares — an estimated $220K sold.

Buckingham Strategic Wealth first reported a position in KW in Q3 2020 and held it in 1 quarter. The position peaked at $220K in Q3 2020. 178 funds tracked by Wall St. Rank hold KW as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining Kennedy-Wilson Holdings position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 15,170 Kennedy-Wilson Holdings shares in Q4 2020, an estimated $220K.
  • Buckingham Strategic Wealth first reported a position in Kennedy-Wilson Holdings in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Kennedy-Wilson Holdings position peaked at $220K in Q3 2020.
  • 178 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.