Citizens National Bank Trust Department’s Kyndryl KD Stock Holding History

Citizens National Bank Trust Department’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
2023 Q4	–	Sell	-3	Closed	-$45	–	319
2023 Q3	$45	Hold	3	–	–	﹤0.01%	321
2023 Q2	$40	Hold	3	–	–	﹤0.01%	322
2023 Q1	$44	Sell	3 -175	-98%	-$2.48K	﹤0.01%	309
2022 Q4	$2K	Hold	178	–	–	﹤0.01%	300
2022 Q3	$1K	Hold	178	–	–	﹤0.01%	319
2022 Q2	$2K	Buy	+178	New	+$2.07K	﹤0.01%	320
2022 Q1	–	Sell	-3	Closed	-$1K	–	309
2021 Q4	$1K	Buy	+3	New	+$65	﹤0.01%	301

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JAM

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Citizens National Bank Trust Department's KD Position: Q4 2023 in Review

Citizens National Bank Trust Department sold out of Kyndryl (KD) in Q4 2023, closing a stake of 3 shares — an estimated $45 sold.

Citizens National Bank Trust Department first reported a position in KD in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q4 2022. 625 funds tracked by Wall St. Rank hold KD as of Q4 2023.

Citizens National Bank Trust Department reported no remaining Kyndryl position as of Q4 2023 after selling out during the quarter.
Citizens National Bank Trust Department sold 3 Kyndryl shares in Q4 2023, an estimated $45.
Citizens National Bank Trust Department first reported a position in Kyndryl in Q4 2021 and held it in 7 quarters.
Citizens National Bank Trust Department's Kyndryl position peaked at $2K in Q4 2022.
625 funds tracked by Wall St. Rank held Kyndryl as of Q4 2023.

Based on Citizens National Bank Trust Department's 13F filing for Q4 2023, filed 29 Jan 2024.