MFS
KW

Mirabella Financial Services’s Kennedy-Wilson Holdings KW Stock Holding History

Mirabella Financial Services’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
Q2 		– Sell
-89,610
Closed -$769K – 572
2024
Q1 		$769K Buy
+89,610
New +$882K 0.06% 229

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FFH
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RA
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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

Mirabella Financial Services's KW Position: Q2 2024 in Review

Mirabella Financial Services sold out of Kennedy-Wilson Holdings (KW) in Q2 2024, closing a stake of 89,610 shares — an estimated $769K sold.

Mirabella Financial Services first reported a position in KW in Q1 2024 and held it in 1 quarter. The position peaked at $769K in Q1 2024. 235 funds tracked by Wall St. Rank hold KW as of Q2 2024.

  • Mirabella Financial Services reported no remaining Kennedy-Wilson Holdings position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 89,610 Kennedy-Wilson Holdings shares in Q2 2024, an estimated $769K.
  • Mirabella Financial Services first reported a position in Kennedy-Wilson Holdings in Q1 2024 and held it in 1 quarter.
  • Mirabella Financial Services's Kennedy-Wilson Holdings position peaked at $769K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.