Capstone Investment Advisors
KD icon

Capstone Investment Advisors’s Kyndryl KD Stock Holding History

Capstone Investment Advisors’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
-13,439
Closed -$279K – 2445
2023
Q4 		$279K Sell
13,439
-2,966
-18% -$50.7K ﹤0.01% 1625
2023
Q3 		$248K Sell
16,405
-14,769
-47% -$219K ﹤0.01% 1704
2023
Q2 		$414K Buy
+31,174
New +$422K ﹤0.01% 1237

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capstone Investment Advisors's KD Position: Q1 2024 in Review

Capstone Investment Advisors sold out of Kyndryl (KD) in Q1 2024, closing a stake of 13,439 shares — an estimated $279K sold.

Capstone Investment Advisors first reported a position in KD in Q2 2023 and held it in 3 quarters. The position peaked at $414K in Q2 2023. 645 funds tracked by Wall St. Rank hold KD as of Q1 2024.

  • Capstone Investment Advisors reported no remaining Kyndryl position as of Q1 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 13,439 Kyndryl shares in Q1 2024, an estimated $279K.
  • Capstone Investment Advisors first reported a position in Kyndryl in Q2 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's Kyndryl position peaked at $414K in Q2 2023.
  • 645 funds tracked by Wall St. Rank held Kyndryl as of Q1 2024.

Based on Capstone Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.