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Beach Investment Counsel’s Kyndryl KD Stock Holding History

Beach Investment Counsel’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
Q4 		– Sell
-348
Closed -$8K – 169
2024
Q3 		$8K Sell
348
-10
-3% -$244 ﹤0.01% 205
2024
Q2 		$9K Buy
+358
New +$8.58K ﹤0.01% 215

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Beach Investment Counsel's KD Position: Q4 2024 in Review

Beach Investment Counsel sold out of Kyndryl (KD) in Q4 2024, closing a stake of 348 shares — an estimated $8K sold.

Beach Investment Counsel first reported a position in KD in Q2 2024 and held it in 2 quarters. The position peaked at $9K in Q2 2024. 697 funds tracked by Wall St. Rank hold KD as of Q4 2024.

  • Beach Investment Counsel reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 348 Kyndryl shares in Q4 2024, an estimated $8K.
  • Beach Investment Counsel first reported a position in Kyndryl in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's Kyndryl position peaked at $9K in Q2 2024.
  • 697 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.