Janney Montgomery Scott
KW

Janney Montgomery Scott’s Kennedy-Wilson Holdings KW Stock Holding History

Janney Montgomery Scott’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
-20,144
Closed -$311K – 2605
2022
Q3 		$311K Sell
20,144
-228
-1% -$4.26K ﹤0.01% 1985
2022
Q2 		$394K Buy
+20,372
New +$438K ﹤0.01% 1735

Other funds holding KW

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Invesco
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janney Montgomery Scott's KW Position: Q4 2022 in Review

Janney Montgomery Scott sold out of Kennedy-Wilson Holdings (KW) in Q4 2022, closing a stake of 20,144 shares — an estimated $311K sold.

Janney Montgomery Scott first reported a position in KW in Q2 2022 and held it in 2 quarters. The position peaked at $394K in Q2 2022. 208 funds tracked by Wall St. Rank hold KW as of Q4 2022.

  • Janney Montgomery Scott reported no remaining Kennedy-Wilson Holdings position as of Q4 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 20,144 Kennedy-Wilson Holdings shares in Q4 2022, an estimated $311K.
  • Janney Montgomery Scott first reported a position in Kennedy-Wilson Holdings in Q2 2022 and held it in 2 quarters.
  • Janney Montgomery Scott's Kennedy-Wilson Holdings position peaked at $394K in Q2 2022.
  • 208 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2022.

Based on Janney Montgomery Scott's 13F filing for Q4 2022, filed 1 Feb 2023.