HDIM
KW

Hanson & Doremus Investment Management’s Kennedy-Wilson Holdings KW Stock Holding History

Hanson & Doremus Investment 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
2024
Q1 		– Sell
-2,500
Closed -$31K – 502
2023
Q4 		$31K Buy
+2,500
New +$31.3K 0.01% 333
2022
Q4 		– Sell
-2,255
Closed -$35K – 544
2022
Q3 		$35K Hold
2,255
– – 0.01% 325
2022
Q2 		$43K Sell
2,255
-225
-9% -$4.84K 0.01% 309
2022
Q1 		$60K Buy
+2,480
New +$57.1K 0.01% 294

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Hanson & Doremus Investment Management's KW Position: Q1 2024 in Review

Hanson & Doremus Investment Management sold out of Kennedy-Wilson Holdings (KW) in Q1 2024, closing a stake of 2,500 shares — an estimated $31K sold.

Hanson & Doremus Investment Management first reported a position in KW in Q1 2022 and held it in 4 quarters. The position peaked at $60K in Q1 2022. 218 funds tracked by Wall St. Rank hold KW as of Q1 2024.

  • Hanson & Doremus Investment Management reported no remaining Kennedy-Wilson Holdings position as of Q1 2024 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 2,500 Kennedy-Wilson Holdings shares in Q1 2024, an estimated $31K.
  • Hanson & Doremus Investment Management first reported a position in Kennedy-Wilson Holdings in Q1 2022 and held it in 4 quarters.
  • Hanson & Doremus Investment Management's Kennedy-Wilson Holdings position peaked at $60K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.