NFG
KW

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

Next 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
2021
Q4 		$3K Buy
118
+21
+22% +$478 ﹤0.01% 2539
2021
Q3 		$2K Hold
97
– – ﹤0.01% 2492
2021
Q2 		$2K Sell
97
-16
-14% -$323 ﹤0.01% 2419
2021
Q1 		$2K Hold
113
– – ﹤0.01% 2311
2020
Q4 		$2K Buy
+113
New +$1.77K ﹤0.01% 2190

Other funds holding KW

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Next Financial Group's KW Position: Q4 2021 in Review

Next Financial Group increased its Kennedy-Wilson Holdings (KW) stake by 22% in Q4 2021, buying an estimated $478 and bringing the position to 118 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

Next Financial Group first reported a position in KW in Q4 2020 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold KW as of Q4 2021.

  • Next Financial Group held 118 shares of Kennedy-Wilson Holdings worth $3K as of Q4 2021.
  • Next Financial Group bought 21 Kennedy-Wilson Holdings shares in Q4 2021, an estimated $478.
  • Kennedy-Wilson Holdings made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2539 holding.
  • Next Financial Group first reported a position in Kennedy-Wilson Holdings in Q4 2020 and has held it in 5 quarters since.
  • 199 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.