Loomis, Sayles & Company
KW

Loomis, Sayles & Company’s Kennedy-Wilson Holdings KW Stock Holding History

Loomis, Sayles & Company’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
Q2 		– Sell
-73
Closed -$1K – 1028
2023
Q1 		$1K Buy
+73
New +$1.24K ﹤0.01% 960

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FFH
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QP
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Loomis, Sayles & Company's KW Position: Q2 2023 in Review

Loomis, Sayles & Company sold out of Kennedy-Wilson Holdings (KW) in Q2 2023, closing a stake of 73 shares — an estimated $1K sold.

Loomis, Sayles & Company first reported a position in KW in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 199 funds tracked by Wall St. Rank hold KW as of Q2 2023.

  • Loomis, Sayles & Company reported no remaining Kennedy-Wilson Holdings position as of Q2 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 73 Kennedy-Wilson Holdings shares in Q2 2023, an estimated $1K.
  • Loomis, Sayles & Company first reported a position in Kennedy-Wilson Holdings in Q1 2023 and held it in 1 quarter.
  • Loomis, Sayles & Company's Kennedy-Wilson Holdings position peaked at $1K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2023.

Based on Loomis, Sayles & Company's 13F filing for Q2 2023, filed 11 Aug 2023.