Bailard’s Kyndryl KD Stock Holding History

Bailard’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
2023 Q2	–	Sell	-30,849	Closed	-$455K	–	740
2023 Q1	$455K	Buy	30,849 +17,600	+133%	+$250K	0.02%	410
2022 Q4	$147K	Buy	+13,249	New	+$133K	0.01%	670

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

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

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bailard's KD Position: Q2 2023 in Review

Bailard sold out of Kyndryl (KD) in Q2 2023, closing a stake of 30,849 shares — an estimated $455K sold.

Bailard first reported a position in KD in Q4 2022 and held it in 2 quarters. The position peaked at $455K in Q1 2023. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

Bailard reported no remaining Kyndryl position as of Q2 2023 after selling out during the quarter.
Bailard sold 30,849 Kyndryl shares in Q2 2023, an estimated $455K.
Bailard first reported a position in Kyndryl in Q4 2022 and held it in 2 quarters.
Bailard's Kyndryl position peaked at $455K in Q1 2023.
572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on Bailard's 13F filing for Q2 2023, filed 20 Jul 2023.