GT
KW

Greenleaf Trust’s Kennedy-Wilson Holdings KW Stock Holding History

Greenleaf 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
2025
Q1 		– Sell
-11,334
Closed -$113K – 817
2024
Q4 		$113K Sell
11,334
-115
-1% -$1.26K ﹤0.01% 798
2024
Q3 		$127K Sell
11,449
-523
-4% -$5.54K ﹤0.01% 817
2024
Q2 		$116K Buy
+11,972
New +$112K ﹤0.01% 774

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Greenleaf Trust's KW Position: Q1 2025 in Review

Greenleaf Trust sold out of Kennedy-Wilson Holdings (KW) in Q1 2025, closing a stake of 11,334 shares — an estimated $113K sold.

Greenleaf Trust first reported a position in KW in Q2 2024 and held it in 3 quarters. The position peaked at $127K in Q3 2024. 242 funds tracked by Wall St. Rank hold KW as of Q1 2025.

  • Greenleaf Trust reported no remaining Kennedy-Wilson Holdings position as of Q1 2025 after selling out during the quarter.
  • Greenleaf Trust sold 11,334 Kennedy-Wilson Holdings shares in Q1 2025, an estimated $113K.
  • Greenleaf Trust first reported a position in Kennedy-Wilson Holdings in Q2 2024 and held it in 3 quarters.
  • Greenleaf Trust's Kennedy-Wilson Holdings position peaked at $127K in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2025.

Based on Greenleaf Trust's 13F filing for Q1 2025, filed 30 Apr 2025.