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	–	1718
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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