Carmichael Hill & Associates’s Kyndryl KD Stock Holding History

Carmichael Hill & Associates’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 Q3	$2.99K	Sell	130 -1	-0.8%	-$24	﹤0.01%	690
2024 Q2	$3.45K	Buy	131 +80	+157%	+$1.92K	﹤0.01%	671
2024 Q1	$1.11K	Hold	51	–	–	﹤0.01%	718
2023 Q4	$1.06K	Sell	51 -48	-48%	-$820	﹤0.01%	737
2023 Q3	$1.5K	Hold	99	–	–	﹤0.01%	712
2023 Q2	$1.31K	Hold	99	–	–	﹤0.01%	722
2023 Q1	$1.46K	Hold	99	–	–	﹤0.01%	710
2022 Q4	$1.1K	Sell	99 -36	-27%	-$362	﹤0.01%	714
2022 Q3	$1K	Hold	135	–	–	﹤0.01%	778
2022 Q2	$1K	Hold	135	–	–	﹤0.01%	771
2022 Q1	$2K	Sell	135 -330	-71%	-$4.97K	﹤0.01%	750
2021 Q4	$8K	Buy	+465	New	+$10K	﹤0.01%	648

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

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

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

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

DCM

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

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmichael Hill & Associates's KD Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Kyndryl (KD) stake by 0.76% in Q3 2024, selling an estimated $24 and leaving 130 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Carmichael Hill & Associates first reported a position in KD in Q4 2021 and has held it in 12 quarters since. The position peaked at $8K in Q4 2021. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

Carmichael Hill & Associates held 130 shares of Kyndryl worth $2.99K as of Q3 2024.
Carmichael Hill & Associates sold 1 Kyndryl share in Q3 2024, an estimated $24.
Kyndryl made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #690 holding.
Carmichael Hill & Associates first reported a position in Kyndryl in Q4 2021 and has held it in 12 quarters since.
Carmichael Hill & Associates's Kyndryl position peaked at $8K in Q4 2021.
626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.