WTC
KW

WhitTier Trust Company’s Kennedy-Wilson Holdings KW Stock Holding History

WhitTier Trust Company’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
2021
Q1 		– Sell
-4,222
Closed -$75K – 989
2020
Q4 		$75K Hold
4,222
– – ﹤0.01% 554
2020
Q3 		$61K Hold
4,222
– – ﹤0.01% 573
2020
Q2 		$64K Hold
4,222
– – ﹤0.01% 542
2020
Q1 		$57K Buy
+4,222
New +$84.1K ﹤0.01% 537

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 $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WhitTier Trust Company's KW Position: Q1 2021 in Review

WhitTier Trust Company sold out of Kennedy-Wilson Holdings (KW) in Q1 2021, closing a stake of 4,222 shares — an estimated $75K sold.

WhitTier Trust Company first reported a position in KW in Q1 2020 and held it in 4 quarters. The position peaked at $75K in Q4 2020. 179 funds tracked by Wall St. Rank hold KW as of Q1 2021.

  • WhitTier Trust Company reported no remaining Kennedy-Wilson Holdings position as of Q1 2021 after selling out during the quarter.
  • WhitTier Trust Company sold 4,222 Kennedy-Wilson Holdings shares in Q1 2021, an estimated $75K.
  • WhitTier Trust Company first reported a position in Kennedy-Wilson Holdings in Q1 2020 and held it in 4 quarters.
  • WhitTier Trust Company's Kennedy-Wilson Holdings position peaked at $75K in Q4 2020.
  • 179 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2021.

Based on WhitTier Trust Company's 13F filing for Q1 2021, filed 26 Apr 2021.