DPW
KW

DiNuzzo Private Wealth’s Kennedy-Wilson Holdings KW Stock Holding History

DiNuzzo Private 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
2024
Q2 		– Sell
-13
Closed -$112 – 1422
2024
Q1 		$112 Sell
13
-2
-13% -$20 ﹤0.01% 1270
2023
Q4 		$186 Buy
+15
New +$188 ﹤0.01% 1235

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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

DiNuzzo Private Wealth's KW Position: Q2 2024 in Review

DiNuzzo Private Wealth sold out of Kennedy-Wilson Holdings (KW) in Q2 2024, closing a stake of 13 shares — an estimated $112 sold.

DiNuzzo Private Wealth first reported a position in KW in Q4 2023 and held it in 2 quarters. The position peaked at $186 in Q4 2023. 235 funds tracked by Wall St. Rank hold KW as of Q2 2024.

  • DiNuzzo Private Wealth reported no remaining Kennedy-Wilson Holdings position as of Q2 2024 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 13 Kennedy-Wilson Holdings shares in Q2 2024, an estimated $112.
  • DiNuzzo Private Wealth first reported a position in Kennedy-Wilson Holdings in Q4 2023 and held it in 2 quarters.
  • DiNuzzo Private Wealth's Kennedy-Wilson Holdings position peaked at $186 in Q4 2023.
  • 235 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.