Kiwi Wealth Investments Limited Partnership Portfolio Holdings

Kiwi Wealth Investments Limited Partnership

  • $126 Million
  • Q4 2023

Kiwi Wealth Investments Limited Partnership has filed its 13F form on February 14, 2024 for Q4 2023 where it was disclosed a total value porftolio of $126 Million distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $52.9M, Ishares Tr Tips Bd ETF with a value of $36.2M, Ishares Gold Trust with a value of $21.1M, and Blackrock Short Maturity Bond with a value of $16M.

Examining the 13F form we can see an decrease of $792M in the current position value, from $918M to 126M.

Kiwi Wealth Investments Limited Partnership is based out at Wellington, Q2

Below you can find more details about Kiwi Wealth Investments Limited Partnership portfolio as well as his latest detailed transactions.

Portfolio value $126 Million
ETFs: $126 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.9 Million 41.91% of portfolio
1,047,955
Q3 2023 Reduced 30.77%
$0
$36.2 Million 28.68% of portfolio
336,724
Q3 2023 Added 20.34%
$37.3B
$21.1 Million 16.69% of portfolio
539,660
Q4 2021 Added 11.66%
$0
$16 Million 12.71% of portfolio
317,615
Q1 2023 Reduced 65.56%

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $126 Million
  • Prior Value $918 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 14, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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