SFG
KW

Steward Financial Group’s Kennedy-Wilson Holdings KW Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+81
New +$1.31K ﹤0.01% 1189

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
QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Steward Financial Group's KW Position: Q3 2023 in Review

Steward Financial Group opened a new position in Kennedy-Wilson Holdings (KW) in Q3 2023: 81 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1189 among its holdings.

204 funds tracked by Wall St. Rank hold KW as of Q3 2023.

  • Steward Financial Group held 81 shares of Kennedy-Wilson Holdings worth $1K as of Q3 2023.
  • Kennedy-Wilson Holdings was a new Steward Financial Group position in Q3 2023.
  • Kennedy-Wilson Holdings made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1189 holding.
  • 204 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.