RBA
KW

Richard Bernstein Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Richard Bernstein 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
2021
Q4 		– Sell
-154,581
Closed -$3.23M – 293
2021
Q3 		$3.23M Buy
154,581
+107,099
+226% +$2.23M 0.07% 163
2021
Q2 		$943K Hold
47,482
– – 0.02% 252
2021
Q1 		$960K Buy
+47,482
New +$892K 0.02% 258

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

Richard Bernstein Advisors's KW Position: Q4 2021 in Review

Richard Bernstein Advisors sold out of Kennedy-Wilson Holdings (KW) in Q4 2021, closing a stake of 154,581 shares — an estimated $3.23M sold.

Richard Bernstein Advisors first reported a position in KW in Q1 2021 and held it in 3 quarters. The position peaked at $3.23M in Q3 2021. 199 funds tracked by Wall St. Rank hold KW as of Q4 2021.

  • Richard Bernstein Advisors reported no remaining Kennedy-Wilson Holdings position as of Q4 2021 after selling out during the quarter.
  • Richard Bernstein Advisors sold 154,581 Kennedy-Wilson Holdings shares in Q4 2021, an estimated $3.23M.
  • Richard Bernstein Advisors first reported a position in Kennedy-Wilson Holdings in Q1 2021 and held it in 3 quarters.
  • Richard Bernstein Advisors's Kennedy-Wilson Holdings position peaked at $3.23M in Q3 2021.
  • 199 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2021.

Based on Richard Bernstein Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.