LFA
KW

LGT Financial Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

LGT Financial 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
2024
Q1 		– Sell
-207
Closed -$2.56K – 819
2023
Q4 		$2.56K Buy
+207
New +$2.59K ﹤0.01% 772

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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LGT Financial Advisors's KW Position: Q1 2024 in Review

LGT Financial Advisors sold out of Kennedy-Wilson Holdings (KW) in Q1 2024, closing a stake of 207 shares — an estimated $2.56K sold.

LGT Financial Advisors first reported a position in KW in Q4 2023 and held it in 1 quarter. The position peaked at $2.56K in Q4 2023. 218 funds tracked by Wall St. Rank hold KW as of Q1 2024.

  • LGT Financial Advisors reported no remaining Kennedy-Wilson Holdings position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 207 Kennedy-Wilson Holdings shares in Q1 2024, an estimated $2.56K.
  • LGT Financial Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Kennedy-Wilson Holdings position peaked at $2.56K in Q4 2023.
  • 218 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.