SSB
KW

Sandy Spring Bank’s Kennedy-Wilson Holdings KW Stock Holding History

Sandy Spring Bank’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
2020
Q4 		– Sell
-38
Closed -$1K – 1009
2020
Q3 		$1K Buy
+38
New +$565 ﹤0.01% 860

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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

Sandy Spring Bank's KW Position: Q4 2020 in Review

Sandy Spring Bank sold out of Kennedy-Wilson Holdings (KW) in Q4 2020, closing a stake of 38 shares — an estimated $1K sold.

Sandy Spring Bank first reported a position in KW in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 178 funds tracked by Wall St. Rank hold KW as of Q4 2020.

  • Sandy Spring Bank reported no remaining Kennedy-Wilson Holdings position as of Q4 2020 after selling out during the quarter.
  • Sandy Spring Bank sold 38 Kennedy-Wilson Holdings shares in Q4 2020, an estimated $1K.
  • Sandy Spring Bank first reported a position in Kennedy-Wilson Holdings in Q3 2020 and held it in 1 quarter.
  • Sandy Spring Bank's Kennedy-Wilson Holdings position peaked at $1K in Q3 2020.
  • 178 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2020.

Based on Sandy Spring Bank's 13F filing for Q4 2020, filed 3 Feb 2021.