SFS
KW

Sowell Financial Services’s Kennedy-Wilson Holdings KW Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-9,189
Closed -$185K – 1717
2021
Q1 		$185K Sell
9,189
-2,391
-21% -$44.9K 0.01% 1095
2020
Q4 		$207K Hold
11,580
– – 0.01% 823
2020
Q3 		$168K Sell
11,580
-710
-6% -$10.6K 0.01% 793
2020
Q2 		$187K Buy
12,290
+1,435
+13% +$20.7K 0.01% 746
2020
Q1 		$146K Buy
10,855
+885
+9% +$17.6K 0.01% 742
2019
Q4 		$222K Buy
+9,970
New +$223K 0.02% 675

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 $2.64B AUM 24.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $117M AUM 28.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's KW Position: Q2 2021 in Review

Sowell Financial Services sold out of Kennedy-Wilson Holdings (KW) in Q2 2021, closing a stake of 9,189 shares — an estimated $185K sold.

Sowell Financial Services first reported a position in KW in Q4 2019 and held it in 6 quarters. The position peaked at $222K in Q4 2019. 175 funds tracked by Wall St. Rank hold KW as of Q2 2021.

  • Sowell Financial Services reported no remaining Kennedy-Wilson Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 9,189 Kennedy-Wilson Holdings shares in Q2 2021, an estimated $185K.
  • Sowell Financial Services first reported a position in Kennedy-Wilson Holdings in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's Kennedy-Wilson Holdings position peaked at $222K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.