Claris Advisors’s Kyndryl KD Stock Holding History

Claris 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 Q4	–	Sell	-16	Closed	-$368	–	625
2024 Q3	$368	Buy	+16	New	+$390	﹤0.01%	764

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

DCM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Claris Advisors's KD Position: Q4 2024 in Review

Claris Advisors sold out of Kyndryl (KD) in Q4 2024, closing a stake of 16 shares — an estimated $368 sold.

Claris Advisors first reported a position in KD in Q3 2024 and held it in 1 quarter. The position peaked at $368 in Q3 2024. 696 funds tracked by Wall St. Rank hold KD as of Q4 2024.

Claris Advisors reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 16 Kyndryl shares in Q4 2024, an estimated $368.
Claris Advisors first reported a position in Kyndryl in Q3 2024 and held it in 1 quarter.
Claris Advisors's Kyndryl position peaked at $368 in Q3 2024.
696 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.