ZIM
KW

Zacks Investment Management’s Kennedy-Wilson Holdings KW Stock Holding History

Zacks Investment Management’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
2025
Q1 		– Sell
-392,640
Closed -$3.92M – 712
2024
Q4 		$3.92M Sell
392,640
-36,777
-9% -$402K 0.04% 250
2024
Q3 		$4.75M Buy
429,417
+25,172
+6% +$267K 0.04% 221
2024
Q2 		$3.93M Buy
+404,245
New +$3.78M 0.04% 207
2015
Q3 		– Sell
-8,903
Closed -$219K – 623
2015
Q2 		$219K Buy
+8,903
New +$228K 0.01% 580

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Zacks Investment Management's KW Position: Q1 2025 in Review

Zacks Investment Management sold out of Kennedy-Wilson Holdings (KW) in Q1 2025, closing a stake of 392,640 shares — an estimated $3.92M sold.

Zacks Investment Management first reported a position in KW in Q2 2015 and held it in 4 quarters. The position peaked at $4.75M in Q3 2024. 242 funds tracked by Wall St. Rank hold KW as of Q1 2025.

  • Zacks Investment Management reported no remaining Kennedy-Wilson Holdings position as of Q1 2025 after selling out during the quarter.
  • Zacks Investment Management sold 392,640 Kennedy-Wilson Holdings shares in Q1 2025, an estimated $3.92M.
  • Zacks Investment Management first reported a position in Kennedy-Wilson Holdings in Q2 2015 and held it in 4 quarters.
  • Zacks Investment Management's Kennedy-Wilson Holdings position peaked at $4.75M in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.