Financial Gravity Asset Management’s Kennedy-Wilson Holdings KW Stock Holding History

Financial Gravity Asset Management’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
2022 Q4	–	Sell	-15	Closed	-$2	–	1495
2022 Q3	$2	Buy	+15	New	+$280	﹤0.01%	827
2022 Q2	–	Sell	-432	Closed	-$2.31K	–	792
2022 Q1	$2.31K	Buy	432 +408	+1,700%	+$9.39K	0.06%	271
2021 Q4	$30	Buy	+24	New	+$547	﹤0.01%	770
2018 Q3	–	Sell	-290	Closed	-$6K	–	1514
2018 Q2	$6K	Buy	+290	New	+$5.68K	0.01%	691

Other funds holding KW

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Gravity Asset Management's KW Position: Q4 2022 in Review

Financial Gravity Asset Management sold out of Kennedy-Wilson Holdings (KW) in Q4 2022, closing a stake of 15 shares — an estimated $2 sold.

Financial Gravity Asset Management first reported a position in KW in Q2 2018 and held it in 4 quarters. The position peaked at $6K in Q2 2018. 208 funds tracked by Wall St. Rank hold KW as of Q4 2022.

Financial Gravity Asset Management reported no remaining Kennedy-Wilson Holdings position as of Q4 2022 after selling out during the quarter.
Financial Gravity Asset Management sold 15 Kennedy-Wilson Holdings shares in Q4 2022, an estimated $2.
Financial Gravity Asset Management first reported a position in Kennedy-Wilson Holdings in Q2 2018 and held it in 4 quarters.
Financial Gravity Asset Management's Kennedy-Wilson Holdings position peaked at $6K in Q2 2018.
208 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2022.

Based on Financial Gravity Asset Management's 13F filing for Q4 2022, filed 15 Feb 2023.