Northwestern Mutual Wealth Management’s Kennedy-Wilson Holdings KW Stock Holding History

Northwestern Mutual Wealth Management’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	-20	Closed	-$332	–	3489
2023 Q1	$332	Buy	20 +11	+122%	+$187	﹤0.01%	3149
2022 Q4	$142	Buy	+9	New	+$145	﹤0.01%	3206
2022 Q2	–	Sell	-61	Closed	-$1K	–	3336
2022 Q1	$1K	Sell	61 -519	-89%	-$11.9K	﹤0.01%	2997
2021 Q4	$14K	Buy	580 +129	+29%	+$2.94K	﹤0.01%	2457
2021 Q3	$9K	Hold	451	–	–	﹤0.01%	2501
2021 Q2	$9K	Buy	+451	New	+$9.11K	﹤0.01%	2473
2020 Q2	–	Sell	-6,075	Closed	-$82K	–	2549
2020 Q1	$82K	Buy	+6,075	New	+$121K	﹤0.01%	1185
2019 Q4	–	Sell	-840	Closed	-$18K	–	2508
2019 Q3	$18K	Buy	+840	New	+$17.9K	﹤0.01%	1757
2019 Q2	–	Sell	-101	Closed	-$2K	–	2616
2019 Q1	$2K	Buy	+101	New	+$2.05K	﹤0.01%	2319
2018 Q4	–	Sell	-154	Closed	-$3K	–	2520
2018 Q3	$3K	Buy	+154	New	+$3.3K	﹤0.01%	2212
2014 Q1	–	Sell	-7,606	Closed	-$169K	–	1373
2013 Q4	$169K	Buy	+7,606	New	+$153K	0.01%	402

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

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

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

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

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

Northwestern Mutual Wealth Management's KW Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of Kennedy-Wilson Holdings (KW) in Q2 2023, closing a stake of 20 shares — an estimated $332 sold.

Northwestern Mutual Wealth Management first reported a position in KW in Q4 2013 and held it in 11 quarters. The position peaked at $169K in Q4 2013. 199 funds tracked by Wall St. Rank hold KW as of Q2 2023.

Northwestern Mutual Wealth Management reported no remaining Kennedy-Wilson Holdings position as of Q2 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 20 Kennedy-Wilson Holdings shares in Q2 2023, an estimated $332.
Northwestern Mutual Wealth Management first reported a position in Kennedy-Wilson Holdings in Q4 2013 and held it in 11 quarters.
Northwestern Mutual Wealth Management's Kennedy-Wilson Holdings position peaked at $169K in Q4 2013.
199 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.