SIC
KW

SJS Investment Consulting’s Kennedy-Wilson Holdings KW Stock Holding History

SJS Investment Consulting’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
2024
Q2 		– Sell
-15
Closed -$129 – 1692
2024
Q1 		$129 Sell
15
-9
-38% -$89 ﹤0.01% 1548
2023
Q4 		$298 Sell
24
-5
-17% -$63 ﹤0.01% 1373
2023
Q3 		$428 Buy
29
+10
+53% +$162 ﹤0.01% 1269
2023
Q2 		$311 Sell
19
-15
-44% -$240 ﹤0.01% 1305
2023
Q1 		$565 Buy
34
+4
+13% +$68 ﹤0.01% 1110
2022
Q4 		$472 Buy
30
+9
+43% +$145 ﹤0.01% 1240
2022
Q3 		$0 Buy
+21
New +$393 ﹤0.01% 1302
2022
Q1 		$0 Buy
+5
New +$115 ﹤0.01% 1049

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

SJS Investment Consulting's KW Position: Q2 2024 in Review

SJS Investment Consulting sold out of Kennedy-Wilson Holdings (KW) in Q2 2024, closing a stake of 15 shares — an estimated $129 sold.

SJS Investment Consulting first reported a position in KW in Q1 2022 and held it in 8 quarters. The position peaked at $565 in Q1 2023. 235 funds tracked by Wall St. Rank hold KW as of Q2 2024.

  • SJS Investment Consulting reported no remaining Kennedy-Wilson Holdings position as of Q2 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 15 Kennedy-Wilson Holdings shares in Q2 2024, an estimated $129.
  • SJS Investment Consulting first reported a position in Kennedy-Wilson Holdings in Q1 2022 and held it in 8 quarters.
  • SJS Investment Consulting's Kennedy-Wilson Holdings position peaked at $565 in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2024.

Based on SJS Investment Consulting's 13F filing for Q2 2024, filed 16 Jul 2024.