FORA Capital’s Kennedy-Wilson Holdings KW Stock Holding History

FORA Capital’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	-10,020	Closed	-$155K	–	580
2022 Q3	$155K	Buy	+10,020	New	+$187K	0.03%	389

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

FORA Capital's KW Position: Q4 2022 in Review

FORA Capital sold out of Kennedy-Wilson Holdings (KW) in Q4 2022, closing a stake of 10,020 shares — an estimated $155K sold.

FORA Capital first reported a position in KW in Q3 2022 and held it in 1 quarter. The position peaked at $155K in Q3 2022. 208 funds tracked by Wall St. Rank hold KW as of Q4 2022.

FORA Capital reported no remaining Kennedy-Wilson Holdings position as of Q4 2022 after selling out during the quarter.
FORA Capital sold 10,020 Kennedy-Wilson Holdings shares in Q4 2022, an estimated $155K.
FORA Capital first reported a position in Kennedy-Wilson Holdings in Q3 2022 and held it in 1 quarter.
FORA Capital's Kennedy-Wilson Holdings position peaked at $155K in Q3 2022.
208 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2022.

Based on FORA Capital's 13F filing for Q4 2022, filed 8 Feb 2023.