SFI
KW

Susquehanna Fundamental Investments’s Kennedy-Wilson Holdings KW Stock Holding History

Susquehanna Fundamental Investments’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
2022
Q4 		– Sell
-76,298
Closed -$1.18M – 1353
2022
Q3 		$1.18M Buy
+76,298
New +$1.43M 0.02% 755
2018
Q4 		– Sell
-35,684
Closed -$767K – 355
2018
Q3 		$767K Buy
+35,684
New +$765K 0.13% 195

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 $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna Fundamental Investments's KW Position: Q4 2022 in Review

Susquehanna Fundamental Investments sold out of Kennedy-Wilson Holdings (KW) in Q4 2022, closing a stake of 76,298 shares — an estimated $1.18M sold.

Susquehanna Fundamental Investments first reported a position in KW in Q3 2018 and held it in 2 quarters. The position peaked at $1.18M in Q3 2022. 208 funds tracked by Wall St. Rank hold KW as of Q4 2022.

  • Susquehanna Fundamental Investments reported no remaining Kennedy-Wilson Holdings position as of Q4 2022 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 76,298 Kennedy-Wilson Holdings shares in Q4 2022, an estimated $1.18M.
  • Susquehanna Fundamental Investments first reported a position in Kennedy-Wilson Holdings in Q3 2018 and held it in 2 quarters.
  • Susquehanna Fundamental Investments's Kennedy-Wilson Holdings position peaked at $1.18M in Q3 2022.
  • 208 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2022.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2022, filed 14 Feb 2023.