CFM
KW

Catalyst Funds Management’s Kennedy-Wilson Holdings KW Stock Holding History

Catalyst Funds 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
2024
Q4 		– Sell
-21,300
Closed -$235K – 828
2024
Q3 		$235K Buy
21,300
+17,700
+492% +$188K 0.05% 245
2024
Q2 		$35K Sell
3,600
-3,500
-49% -$32.7K 0.01% 517
2024
Q1 		$60.9K Buy
+7,100
New +$69.9K 0.02% 510

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

Catalyst Funds Management's KW Position: Q4 2024 in Review

Catalyst Funds Management sold out of Kennedy-Wilson Holdings (KW) in Q4 2024, closing a stake of 21,300 shares — an estimated $235K sold.

Catalyst Funds Management first reported a position in KW in Q1 2024 and held it in 3 quarters. The position peaked at $235K in Q3 2024. 234 funds tracked by Wall St. Rank hold KW as of Q4 2024.

  • Catalyst Funds Management reported no remaining Kennedy-Wilson Holdings position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 21,300 Kennedy-Wilson Holdings shares in Q4 2024, an estimated $235K.
  • Catalyst Funds Management first reported a position in Kennedy-Wilson Holdings in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Kennedy-Wilson Holdings position peaked at $235K in Q3 2024.
  • 234 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.