KI
KW

Kula Investments’s Kennedy-Wilson Holdings KW Stock Holding History

Kula Investments’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
Q1 		– Sell
-14,413
Closed -$227K – 741
2022
Q4 		$227K Buy
+14,413
New +$232K 0.07% 485

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 $5.7B AUM 21.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Kula Investments's KW Position: Q1 2023 in Review

Kula Investments sold out of Kennedy-Wilson Holdings (KW) in Q1 2023, closing a stake of 14,413 shares — an estimated $227K sold.

Kula Investments first reported a position in KW in Q4 2022 and held it in 1 quarter. The position peaked at $227K in Q4 2022. 211 funds tracked by Wall St. Rank hold KW as of Q1 2023.

  • Kula Investments reported no remaining Kennedy-Wilson Holdings position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 14,413 Kennedy-Wilson Holdings shares in Q1 2023, an estimated $227K.
  • Kula Investments first reported a position in Kennedy-Wilson Holdings in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Kennedy-Wilson Holdings position peaked at $227K in Q4 2022.
  • 211 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.