Caldwell Sutter Capital’s Kyndryl KD Stock Holding History

Caldwell Sutter Capital’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
2026 Q1	$11.5K	Sell	876 -3	-0.3%	-$53	﹤0.01%	542
2025 Q4	$23.3K	Sell	879 -6	-0.7%	-$163	0.01%	456
2025 Q3	$26.6K	Sell	885 -9	-1%	-$309	0.01%	440
2025 Q2	$37.5K	Sell	894 -11	-1%	-$398	0.02%	391
2025 Q1	$28.4K	Sell	905 -14	-2%	-$525	0.01%	419
2024 Q4	$31.8K	Buy	919 +93	+11%	+$2.71K	0.01%	416
2024 Q3	$19K	Sell	826 -30	-4%	-$732	0.01%	487
2024 Q2	$22.5K	Sell	856 -111	-11%	-$2.66K	0.01%	472
2024 Q1	$21K	Sell	967 -36	-4%	-$766	0.01%	475
2023 Q4	$20.8K	Sell	1,003 -34	-3%	-$581	0.01%	463
2023 Q3	$15.7K	Sell	1,037 -164	-14%	-$2.43K	0.01%	479
2023 Q2	$15.9K	Buy	1,201 +281	+31%	+$3.8K	0.01%	474
2023 Q1	$13.6K	Buy	920 +251	+38%	+$3.56K	0.01%	376
2022 Q4	$7.44K	Buy	+669	New	+$6.73K	0.01%	266

Other funds holding KD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Dimensional Fund Advisors

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

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return