MFG
KW

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

Mendota 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
Q4 		– Sell
-15
Closed -$166 – 811
2024
Q3 		$166 Buy
+15
New +$159 ﹤0.01% 704

Other funds holding KW

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Vanguard Group
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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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Mendota Financial Group's KW Position: Q4 2024 in Review

Mendota Financial Group sold out of Kennedy-Wilson Holdings (KW) in Q4 2024, closing a stake of 15 shares — an estimated $166 sold.

Mendota Financial Group first reported a position in KW in Q3 2024 and held it in 1 quarter. The position peaked at $166 in Q3 2024. 234 funds tracked by Wall St. Rank hold KW as of Q4 2024.

  • Mendota Financial Group reported no remaining Kennedy-Wilson Holdings position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 15 Kennedy-Wilson Holdings shares in Q4 2024, an estimated $166.
  • Mendota Financial Group first reported a position in Kennedy-Wilson Holdings in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Kennedy-Wilson Holdings position peaked at $166 in Q3 2024.
  • 234 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.