Cladis Investment Advisory’s Kyndryl KD Stock Holding History

Cladis Investment Advisory’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 Q2	–	Sell	-64,640	Closed	-$954K	–	140
2023 Q1	$954K	Sell	64,640 -63,020	-49%	-$894K	0.86%	37
2022 Q4	$1.42M	Sell	127,660 -11,820	-8%	-$119K	1.41%	20
2022 Q3	$1.15M	Buy	139,480 +1,000	+0.7%	+$10.4K	1.25%	22
2022 Q2	$1.35M	Buy	138,480 +26,060	+23%	+$303K	1.35%	21
2022 Q1	$1.47M	Buy	112,420 +61,205	+120%	+$921K	1.19%	24
2021 Q4	$927K	Buy	+51,215	New	+$1.11M	0.74%	40

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

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 $2.9T AUM 29.55% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Cladis Investment Advisory's KD Position: Q2 2023 in Review

Cladis Investment Advisory sold out of Kyndryl (KD) in Q2 2023, closing a stake of 64,640 shares — an estimated $954K sold.

Cladis Investment Advisory first reported a position in KD in Q4 2021 and held it in 6 quarters. The position peaked at $1.47M in Q1 2022. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

Cladis Investment Advisory reported no remaining Kyndryl position as of Q2 2023 after selling out during the quarter.
Cladis Investment Advisory sold 64,640 Kyndryl shares in Q2 2023, an estimated $954K.
Cladis Investment Advisory first reported a position in Kyndryl in Q4 2021 and held it in 6 quarters.
Cladis Investment Advisory's Kyndryl position peaked at $1.47M in Q1 2022.
572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on Cladis Investment Advisory's 13F filing for Q2 2023, filed 11 Aug 2023.