Sumitomo Mitsui Trust Group
KW

Sumitomo Mitsui Trust Group’s Kennedy-Wilson Holdings KW Stock Holding History

Sumitomo Mitsui Trust 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
Q1 		– Sell
-16,050
Closed -$252K – 1173
2022
Q4 		$252K Buy
+16,050
New +$258K ﹤0.01% 1157

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 $6.65B AUM 37.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Sumitomo Mitsui Trust Group's KW Position: Q1 2023 in Review

Sumitomo Mitsui Trust Group sold out of Kennedy-Wilson Holdings (KW) in Q1 2023, closing a stake of 16,050 shares — an estimated $252K sold.

Sumitomo Mitsui Trust Group first reported a position in KW in Q4 2022 and held it in 1 quarter. The position peaked at $252K in Q4 2022. 211 funds tracked by Wall St. Rank hold KW as of Q1 2023.

  • Sumitomo Mitsui Trust Group reported no remaining Kennedy-Wilson Holdings position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 16,050 Kennedy-Wilson Holdings shares in Q1 2023, an estimated $252K.
  • Sumitomo Mitsui Trust Group first reported a position in Kennedy-Wilson Holdings in Q4 2022 and held it in 1 quarter.
  • Sumitomo Mitsui Trust Group's Kennedy-Wilson Holdings position peaked at $252K in Q4 2022.
  • 211 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2023, filed 27 Apr 2023.