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Annapolis Financial Services’s Kyndryl KD Stock Holding History

Annapolis Financial Services’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$161 Hold
7
– – ﹤0.01% 460
2024
Q2 		$185 Hold
7
– – ﹤0.01% 359
2024
Q1 		$153 Sell
7
-80
-92% -$1.7K ﹤0.01% 351
2023
Q4 		$1.81K Buy
87
+7
+9% +$120 ﹤0.01% 435
2023
Q3 		$1.21K Hold
80
– – ﹤0.01% 448
2023
Q2 		$1.06K Hold
80
– – ﹤0.01% 458
2023
Q1 		$1.18K Hold
80
– – ﹤0.01% 417
2022
Q4 		$890 Sell
80
-52
-39% -$523 ﹤0.01% 410
2022
Q3 		$1K Hold
132
– – ﹤0.01% 482
2022
Q2 		$1K Hold
132
– – ﹤0.01% 416
2022
Q1 		$2K Hold
132
– – ﹤0.01% 412
2021
Q4 		$2K Buy
+132
New +$2.85K ﹤0.01% 413

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annapolis Financial Services's KD Position: Q3 2024 in Review

Annapolis Financial Services held its Kyndryl (KD) position steady in Q3 2024 at 7 shares worth $161. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Annapolis Financial Services first reported a position in KD in Q4 2021 and has held it in 12 quarters since. The position peaked at $2K in Q1 2022. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

  • Annapolis Financial Services held 7 shares of Kyndryl worth $161 as of Q3 2024.
  • Annapolis Financial Services left its Kyndryl share count unchanged in Q3 2024.
  • Kyndryl made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #460 holding.
  • Annapolis Financial Services first reported a position in Kyndryl in Q4 2021 and has held it in 12 quarters since.
  • Annapolis Financial Services's Kyndryl position peaked at $2K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.