VNA
KW

Valley National Advisers’s Kennedy-Wilson Holdings KW Stock Holding History

Valley National Advisers’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
Q3 		– Sell
-145
Closed -$1K – 961
2024
Q2 		$1K Buy
+145
New +$1.36K ﹤0.01% 1061

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valley National Advisers's KW Position: Q3 2024 in Review

Valley National Advisers sold out of Kennedy-Wilson Holdings (KW) in Q3 2024, closing a stake of 145 shares — an estimated $1K sold.

Valley National Advisers first reported a position in KW in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 236 funds tracked by Wall St. Rank hold KW as of Q3 2024.

  • Valley National Advisers reported no remaining Kennedy-Wilson Holdings position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 145 Kennedy-Wilson Holdings shares in Q3 2024, an estimated $1K.
  • Valley National Advisers first reported a position in Kennedy-Wilson Holdings in Q2 2024 and held it in 1 quarter.
  • Valley National Advisers's Kennedy-Wilson Holdings position peaked at $1K in Q2 2024.
  • 236 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.