JCIA
KW

Jackson Creek Investment Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Jackson Creek Investment Advisors’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
2023
Q2 		– Sell
-55,113
Closed -$914K – 342
2023
Q1 		$914K Sell
55,113
-14
-0% -$238 0.38% 97
2022
Q4 		$867K Buy
+55,127
New +$886K 0.39% 123

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Jackson Creek Investment Advisors's KW Position: Q2 2023 in Review

Jackson Creek Investment Advisors sold out of Kennedy-Wilson Holdings (KW) in Q2 2023, closing a stake of 55,113 shares — an estimated $914K sold.

Jackson Creek Investment Advisors first reported a position in KW in Q4 2022 and held it in 2 quarters. The position peaked at $914K in Q1 2023. 199 funds tracked by Wall St. Rank hold KW as of Q2 2023.

  • Jackson Creek Investment Advisors reported no remaining Kennedy-Wilson Holdings position as of Q2 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 55,113 Kennedy-Wilson Holdings shares in Q2 2023, an estimated $914K.
  • Jackson Creek Investment Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2022 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Kennedy-Wilson Holdings position peaked at $914K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.