BC
KD icon

Bartlett & Co’s Kyndryl KD Stock Holding History

Bartlett & Co’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
Q4 		$37K Sell
1,740
-133
-7% -$2.27K ﹤0.01% 753
2023
Q3 		$28K Buy
1,873
+1,099
+142% +$16.3K ﹤0.01% 751
2023
Q2 		$10K Sell
774
-21
-3% -$284 ﹤0.01% 924
2023
Q1 		$12K Hold
795
– – ﹤0.01% 795
2022
Q4 		$9K Sell
795
-128
-14% -$1.29K ﹤0.01% 843
2022
Q3 		$8K Sell
923
-153
-14% -$1.59K ﹤0.01% 855
2022
Q2 		$11K Sell
1,076
-65
-6% -$756 ﹤0.01% 845
2022
Q1 		$15K Buy
+1,141
New +$17.2K ﹤0.01% 766

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bartlett & Co's KD Position: Q4 2023 in Review

Bartlett & Co reduced its Kyndryl (KD) stake by 7.1% in Q4 2023, selling an estimated $2.27K and leaving 1,740 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Bartlett & Co first reported a position in KD in Q1 2022 and has held it in 8 quarters since. 624 funds tracked by Wall St. Rank hold KD as of Q4 2023.

  • Bartlett & Co held 1,740 shares of Kyndryl worth $37K as of Q4 2023.
  • Bartlett & Co sold 133 Kyndryl shares in Q4 2023, an estimated $2.27K.
  • Kyndryl made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #753 holding.
  • Bartlett & Co first reported a position in Kyndryl in Q1 2022 and has held it in 8 quarters since.
  • 624 funds tracked by Wall St. Rank held Kyndryl as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.