LC
KW

Lindbrook Capital’s Kennedy-Wilson Holdings KW Stock Holding History

Lindbrook Capital’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
2025
Q1 		$7.1K Sell
818
-949
-54% -$8.65K ﹤0.01% 1804
2024
Q4 		$17.7K Sell
1,767
-80
-4% -$873 ﹤0.01% 1353
2024
Q3 		$20.4K Sell
1,847
-1,749
-49% -$18.5K ﹤0.01% 1291
2024
Q2 		$35K Buy
3,596
+1,758
+96% +$16.4K ﹤0.01% 954
2024
Q1 		$15.8K Buy
1,838
+1,655
+904% +$16.3K ﹤0.01% 1336
2023
Q4 		$2.27K Sell
183
-367
-67% -$4.6K ﹤0.01% 2216
2023
Q3 		$8.11K Buy
550
+471
+596% +$7.62K ﹤0.01% 1517
2023
Q2 		$1.29K Sell
79
-340
-81% -$5.43K ﹤0.01% 2313
2023
Q1 		$6.95K Buy
419
+106
+34% +$1.8K ﹤0.01% 1691
2022
Q4 		$4.92K Buy
313
+171
+120% +$2.75K ﹤0.01% 1833
2022
Q3 		$2K Sell
142
-2
-1% -$37 ﹤0.01% 2086
2022
Q2 		$3K Buy
144
+115
+397% +$2.47K ﹤0.01% 1797
2022
Q1 		$1K Buy
+29
New +$667 ﹤0.01% 2276
2020
Q2 		– Sell
-282
Closed -$4K – 1805
2020
Q1 		$4K Sell
282
-392
-58% -$7.81K ﹤0.01% 1093
2019
Q4 		$15K Hold
674
– – 0.01% 811
2019
Q3 		$15K Sell
674
-116
-15% -$2.47K 0.01% 792
2019
Q2 		$16K Hold
790
– – 0.01% 764
2019
Q1 		$16K Buy
790
+118
+18% +$2.39K 0.01% 769
2018
Q4 		$12K Buy
+672
New +$12.9K 0.01% 780

Other funds holding KW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Lindbrook Capital's KW Position: Q1 2025 in Review

Lindbrook Capital reduced its Kennedy-Wilson Holdings (KW) stake by 54% in Q1 2025, selling an estimated $8.65K and leaving 818 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Lindbrook Capital first reported a position in KW in Q4 2018 and has held it in 19 quarters since. The position peaked at $35K in Q2 2024. 242 funds tracked by Wall St. Rank hold KW as of Q1 2025.

  • Lindbrook Capital held 818 shares of Kennedy-Wilson Holdings worth $7.1K as of Q1 2025.
  • Lindbrook Capital sold 949 Kennedy-Wilson Holdings shares in Q1 2025, an estimated $8.65K.
  • Kennedy-Wilson Holdings made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1804 holding.
  • Lindbrook Capital first reported a position in Kennedy-Wilson Holdings in Q4 2018 and has held it in 19 quarters since.
  • Lindbrook Capital's Kennedy-Wilson Holdings position peaked at $35K in Q2 2024.
  • 242 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.