JFG
KW

Jefferies Financial Group’s Kennedy-Wilson Holdings KW Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-18,008
Closed -$175K – 1615
2024
Q2 		$175K Buy
+18,008
New +$168K ﹤0.01% 1245
2024
Q1 		– Sell
-57,934
Closed -$717K – 1837
2023
Q4 		$717K Buy
+57,934
New +$726K ﹤0.01% 1093
2018
Q1 		– Sell
-46,900
Closed -$814K – 99
2017
Q4 		$814K Buy
+46,900
New +$883K 0.06% 48

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's KW Position: Q3 2024 in Review

Jefferies Financial Group sold out of Kennedy-Wilson Holdings (KW) in Q3 2024, closing a stake of 18,008 shares — an estimated $175K sold.

Jefferies Financial Group first reported a position in KW in Q4 2017 and held it in 3 quarters. The position peaked at $814K in Q4 2017. 236 funds tracked by Wall St. Rank hold KW as of Q3 2024.

  • Jefferies Financial Group reported no remaining Kennedy-Wilson Holdings position as of Q3 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 18,008 Kennedy-Wilson Holdings shares in Q3 2024, an estimated $175K.
  • Jefferies Financial Group first reported a position in Kennedy-Wilson Holdings in Q4 2017 and held it in 3 quarters.
  • Jefferies Financial Group's Kennedy-Wilson Holdings position peaked at $814K in Q4 2017.
  • 236 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2024.

Based on Jefferies Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.