CM Management’s Kyndryl KD Stock Holding History

CM 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
2024 Q4	–	Sell	-140,000	Closed	-$3.22M	–	61
2024 Q3	$3.22M	Hold	140,000	–	–	2.57%	12
2024 Q2	$3.68M	Hold	140,000	–	–	3.38%	7
2024 Q1	$3.05M	Hold	140,000	–	–	2.56%	10
2023 Q4	$2.91M	Buy	140,000 +40,000	+40%	+$684K	2.34%	9
2023 Q3	$1.51M	Hold	100,000	–	–	1.6%	21
2023 Q2	$1.33M	Buy	100,000 +40,000	+67%	+$541K	1.3%	24
2023 Q1	$886K	Hold	60,000	–	–	1.05%	37
2022 Q4	$667K	Sell	60,000 -100,000	-63%	-$1.01M	0.8%	44
2022 Q3	$1.32M	Buy	160,000 +20,000	+14%	+$208K	1.48%	25
2022 Q2	$1.37M	Hold	140,000	–	–	1.46%	27
2022 Q1	$1.84M	Buy	140,000 +90,000	+180%	+$1.35M	1.54%	24
2021 Q4	$905K	Buy	+50,000	New	+$1.08M	0.68%	50

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CM Management's KD Position: Q4 2024 in Review

CM Management sold out of Kyndryl (KD) in Q4 2024, closing a stake of 140,000 shares — an estimated $3.22M sold.

CM Management first reported a position in KD in Q4 2021 and held it in 12 quarters. The position peaked at $3.68M in Q2 2024. 698 funds tracked by Wall St. Rank hold KD as of Q4 2024.

CM Management reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
CM Management sold 140,000 Kyndryl shares in Q4 2024, an estimated $3.22M.
CM Management first reported a position in Kyndryl in Q4 2021 and held it in 12 quarters.
CM Management's Kyndryl position peaked at $3.68M in Q2 2024.
698 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

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