CIA
KW

Choate Investment Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Choate Investment 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
2023
Q4 		– Sell
-11,125
Closed -$164K – 423
2023
Q3 		$164K Buy
+11,125
New +$180K 0.01% 361

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Choate Investment Advisors's KW Position: Q4 2023 in Review

Choate Investment Advisors sold out of Kennedy-Wilson Holdings (KW) in Q4 2023, closing a stake of 11,125 shares — an estimated $164K sold.

Choate Investment Advisors first reported a position in KW in Q3 2023 and held it in 1 quarter. The position peaked at $164K in Q3 2023. 202 funds tracked by Wall St. Rank hold KW as of Q4 2023.

  • Choate Investment Advisors reported no remaining Kennedy-Wilson Holdings position as of Q4 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 11,125 Kennedy-Wilson Holdings shares in Q4 2023, an estimated $164K.
  • Choate Investment Advisors first reported a position in Kennedy-Wilson Holdings in Q3 2023 and held it in 1 quarter.
  • Choate Investment Advisors's Kennedy-Wilson Holdings position peaked at $164K in Q3 2023.
  • 202 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.