CA
KW

Crewe Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Crewe 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
Q2 		– Sell
-562
Closed -$9.32K – 958
2023
Q1 		$9.32K Hold
562
– – ﹤0.01% 563
2022
Q4 		$8.84K Hold
562
– – ﹤0.01% 574
2022
Q3 		$9K Hold
562
– – ﹤0.01% 698
2022
Q2 		$11K Buy
+562
New +$12.1K ﹤0.01% 567

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Crewe Advisors's KW Position: Q2 2023 in Review

Crewe Advisors sold out of Kennedy-Wilson Holdings (KW) in Q2 2023, closing a stake of 562 shares — an estimated $9.32K sold.

Crewe Advisors first reported a position in KW in Q2 2022 and held it in 4 quarters. The position peaked at $11K in Q2 2022. 199 funds tracked by Wall St. Rank hold KW as of Q2 2023.

  • Crewe Advisors reported no remaining Kennedy-Wilson Holdings position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 562 Kennedy-Wilson Holdings shares in Q2 2023, an estimated $9.32K.
  • Crewe Advisors first reported a position in Kennedy-Wilson Holdings in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Kennedy-Wilson Holdings position peaked at $11K in Q2 2022.
  • 199 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.