Bollard Group’s Kyndryl KD Stock Holding History

Bollard Group’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 Q1	–	Sell	-160	Closed	-$2K	–	291
2022 Q4	$2K	Hold	160	–	–	﹤0.01%	267
2022 Q3	$1K	Hold	160	–	–	﹤0.01%	279
2022 Q2	$2K	Hold	160	–	–	﹤0.01%	280
2022 Q1	$2K	Hold	160	–	–	﹤0.01%	423
2021 Q4	$3K	Buy	+160	New	+$3.45K	﹤0.01%	426

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

Greenlight Capital New York $2.05B AUM 78.75% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bollard Group's KD Position: Q1 2023 in Review

Bollard Group sold out of Kyndryl (KD) in Q1 2023, closing a stake of 160 shares — an estimated $2K sold.

Bollard Group first reported a position in KD in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 583 funds tracked by Wall St. Rank hold KD as of Q1 2023.

Bollard Group reported no remaining Kyndryl position as of Q1 2023 after selling out during the quarter.
Bollard Group sold 160 Kyndryl shares in Q1 2023, an estimated $2K.
Bollard Group first reported a position in Kyndryl in Q4 2021 and held it in 5 quarters.
Bollard Group's Kyndryl position peaked at $3K in Q4 2021.
583 funds tracked by Wall St. Rank held Kyndryl as of Q1 2023.

Based on Bollard Group's 13F filing for Q1 2023, filed 12 May 2023.