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Charter Oak Capital Management’s Kyndryl KD Stock Holding History

Charter Oak 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
2022
Q3 		– Sell
-46
Closed – – 531
2022
Q2 		$0 Hold
46
– – ﹤0.01% 965
2022
Q1 		$1K Sell
46
-219
-83% -$3.3K ﹤0.01% 932
2021
Q4 		$5K Buy
+265
New +$5.72K ﹤0.01% 701

Other funds holding KD

Vanguard Group
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BlackRock
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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Charter Oak Capital Management's KD Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Kyndryl (KD) in Q3 2022, closing a stake of 46 shares.

Charter Oak Capital Management first reported a position in KD in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 596 funds tracked by Wall St. Rank hold KD as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Kyndryl position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 46 Kyndryl shares in Q3 2022.
  • Charter Oak Capital Management first reported a position in Kyndryl in Q4 2021 and held it in 3 quarters.
  • Charter Oak Capital Management's Kyndryl position peaked at $5K in Q4 2021.
  • 596 funds tracked by Wall St. Rank held Kyndryl as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.