SW
KW

SteelPeak Wealth’s Kennedy-Wilson Holdings KW Stock Holding History

SteelPeak Wealth’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
-23,567
Closed -$208K – 574
2024
Q1 		$208K Buy
+23,567
New +$232K 0.01% 426
2023
Q4 		– Sell
-13,453
Closed -$202K – 476
2023
Q3 		$202K Buy
13,453
+3,391
+34% +$54.8K 0.01% 384
2023
Q2 		$167K Sell
10,062
-595
-6% -$9.51K 0.01% 400
2023
Q1 		$179K Buy
+10,657
New +$181K 0.01% 353

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

SteelPeak Wealth's KW Position: Q2 2024 in Review

SteelPeak Wealth sold out of Kennedy-Wilson Holdings (KW) in Q2 2024, closing a stake of 23,567 shares — an estimated $208K sold.

SteelPeak Wealth first reported a position in KW in Q1 2023 and held it in 4 quarters. The position peaked at $208K in Q1 2024. 235 funds tracked by Wall St. Rank hold KW as of Q2 2024.

  • SteelPeak Wealth reported no remaining Kennedy-Wilson Holdings position as of Q2 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 23,567 Kennedy-Wilson Holdings shares in Q2 2024, an estimated $208K.
  • SteelPeak Wealth first reported a position in Kennedy-Wilson Holdings in Q1 2023 and held it in 4 quarters.
  • SteelPeak Wealth's Kennedy-Wilson Holdings position peaked at $208K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2024.

Based on SteelPeak Wealth's 13F filing for Q2 2024, filed 17 Jul 2024.