EPIME
KW

Evelyn Partners Investment Management (Europe)’s Kennedy-Wilson Holdings KW Stock Holding History

Evelyn Partners Investment Management (Europe)’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
2025
Q2 		– Sell
-2,400
Closed -$20.8K – 188
2025
Q1 		$20.8K Hold
2,400
– – 0.01% 152
2024
Q4 		$24K Buy
+2,400
New +$26.2K 0.01% 145

Other funds holding KW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s KW Position: Q2 2025 in Review

Evelyn Partners Investment Management (Europe) sold out of Kennedy-Wilson Holdings (KW) in Q2 2025, closing a stake of 2,400 shares — an estimated $20.8K sold.

Evelyn Partners Investment Management (Europe) first reported a position in KW in Q4 2024 and held it in 2 quarters. The position peaked at $24K in Q4 2024. 224 funds tracked by Wall St. Rank hold KW as of Q2 2025.

  • Evelyn Partners Investment Management (Europe) reported no remaining Kennedy-Wilson Holdings position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management (Europe) sold 2,400 Kennedy-Wilson Holdings shares in Q2 2025, an estimated $20.8K.
  • Evelyn Partners Investment Management (Europe) first reported a position in Kennedy-Wilson Holdings in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management (Europe)'s Kennedy-Wilson Holdings position peaked at $24K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2025.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q2 2025, filed 12 Aug 2025.