R Squared’s Kennedy-Wilson Holdings KW Stock Holding History

R Squared’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
2025 Q1	–	Sell	-460	Closed	-$4.59K	–	929
2024 Q4	$4.59K	Buy	+460	New	+$5.02K	﹤0.01%	1331

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

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

R Squared's KW Position: Q1 2025 in Review

R Squared sold out of Kennedy-Wilson Holdings (KW) in Q1 2025, closing a stake of 460 shares — an estimated $4.59K sold.

R Squared first reported a position in KW in Q4 2024 and held it in 1 quarter. The position peaked at $4.59K in Q4 2024. 242 funds tracked by Wall St. Rank hold KW as of Q1 2025.

R Squared reported no remaining Kennedy-Wilson Holdings position as of Q1 2025 after selling out during the quarter.
R Squared sold 460 Kennedy-Wilson Holdings shares in Q1 2025, an estimated $4.59K.
R Squared first reported a position in Kennedy-Wilson Holdings in Q4 2024 and held it in 1 quarter.
R Squared's Kennedy-Wilson Holdings position peaked at $4.59K in Q4 2024.
242 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.