NewEdge Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

NewEdge 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
2023 Q1	–	Sell	-26	Closed	-$409	–	3829
2022 Q4	$409	Buy	+26	New	+$418	﹤0.01%	3201

Other funds holding KW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

NewEdge Advisors's KW Position: Q1 2023 in Review

NewEdge Advisors sold out of Kennedy-Wilson Holdings (KW) in Q1 2023, closing a stake of 26 shares — an estimated $409 sold.

NewEdge Advisors first reported a position in KW in Q4 2022 and held it in 1 quarter. The position peaked at $409 in Q4 2022. 211 funds tracked by Wall St. Rank hold KW as of Q1 2023.

NewEdge Advisors reported no remaining Kennedy-Wilson Holdings position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 26 Kennedy-Wilson Holdings shares in Q1 2023, an estimated $409.
NewEdge Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's Kennedy-Wilson Holdings position peaked at $409 in Q4 2022.
211 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.