EMFAT
KW

Emerald Mutual Fund Advisers Trust’s Kennedy-Wilson Holdings KW Stock Holding History

Emerald Mutual Fund Advisers Trust’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
-17,030
Closed -$247K – 282
2020
Q3 		$247K Buy
+17,030
New +$253K 0.01% 220

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

Emerald Mutual Fund Advisers Trust's KW Position: Q4 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Kennedy-Wilson Holdings (KW) in Q4 2020, closing a stake of 17,030 shares — an estimated $247K sold.

Emerald Mutual Fund Advisers Trust first reported a position in KW in Q3 2020 and held it in 1 quarter. The position peaked at $247K in Q3 2020. 178 funds tracked by Wall St. Rank hold KW as of Q4 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining Kennedy-Wilson Holdings position as of Q4 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 17,030 Kennedy-Wilson Holdings shares in Q4 2020, an estimated $247K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Kennedy-Wilson Holdings in Q3 2020 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Kennedy-Wilson Holdings position peaked at $247K in Q3 2020.
  • 178 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2020, filed 29 Jan 2021.