Asset Dedication LLC’s Kyndryl KD Stock Holding History

Asset Dedication LLC’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
2026 Q1	$6.52K	Sell	497 -55	-10%	-$968	﹤0.01%	821
2025 Q4	$14.7K	Sell	552 -14	-2%	-$380	﹤0.01%	715
2025 Q3	$17K	Sell	566 -42	-7%	-$1.44K	﹤0.01%	714
2025 Q2	$25.5K	Buy	608 +34	+6%	+$1.23K	﹤0.01%	643
2025 Q1	$18K	Buy	574 +14	+3%	+$525	﹤0.01%	666
2024 Q4	$19.4K	Sell	560 -499	-47%	-$14.5K	﹤0.01%	653
2024 Q3	$24.3K	Sell	1,059 -26	-2%	-$634	﹤0.01%	646
2024 Q2	$28.5K	Buy	1,085 +353	+48%	+$8.46K	﹤0.01%	594
2024 Q1	$12K	Sell	732 -42	-5%	-$893	﹤0.01%	662
2023 Q4	$10K	Buy	774 +22	+3%	+$376	﹤0.01%	676
2023 Q3	$7K	Sell	752 -12	-2%	-$178	﹤0.01%	734
2023 Q2	$6K	Sell	764 -55	-7%	-$744	﹤0.01%	745
2023 Q1	$7K	Sell	819 -1	-0.1%	-$14	﹤0.01%	698
2022 Q4	$6K	Sell	820 -13	-2%	-$131	﹤0.01%	722
2022 Q3	$3K	Sell	833 -33	-4%	-$343	﹤0.01%	784
2022 Q2	$5K	Sell	866 -15	-2%	-$175	﹤0.01%	392
2022 Q1	$6K	Sell	881 -1,178	-57%	-$17.7K	﹤0.01%	721
2021 Q4	$18K	Buy	+2,059	New	+$44.4K	﹤0.01%	558

Other funds holding KD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return