Bourgeon Capital Management’s Kyndryl KD Stock Holding History

Bourgeon Capital Management’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 Q1	–	Sell	-10	Closed	-$208	–	241
2023 Q4	$208	Buy	+10	New	+$171	﹤0.01%	384

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

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

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

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

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

JAM

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bourgeon Capital Management's KD Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Kyndryl (KD) in Q1 2024, closing a stake of 10 shares — an estimated $208 sold.

Bourgeon Capital Management first reported a position in KD in Q4 2023 and held it in 1 quarter. The position peaked at $208 in Q4 2023. 645 funds tracked by Wall St. Rank hold KD as of Q1 2024.

Bourgeon Capital Management reported no remaining Kyndryl position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 10 Kyndryl shares in Q1 2024, an estimated $208.
Bourgeon Capital Management first reported a position in Kyndryl in Q4 2023 and held it in 1 quarter.
Bourgeon Capital Management's Kyndryl position peaked at $208 in Q4 2023.
645 funds tracked by Wall St. Rank held Kyndryl as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.