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Concentric Capital Strategies’s Kyndryl KD Stock Holding History

Concentric Capital Strategies’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
Q2 		– Sell
-93,340
Closed -$2.03M – 355
2024
Q1 		$2.03M Buy
93,340
+62,502
+203% +$1.33M 0.11% 195
2023
Q4 		$641K Buy
+30,838
New +$527K 0.07% 160

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Concentric Capital Strategies's KD Position: Q2 2024 in Review

Concentric Capital Strategies sold out of Kyndryl (KD) in Q2 2024, closing a stake of 93,340 shares — an estimated $2.03M sold.

Concentric Capital Strategies first reported a position in KD in Q4 2023 and held it in 2 quarters. The position peaked at $2.03M in Q1 2024. 662 funds tracked by Wall St. Rank hold KD as of Q2 2024.

  • Concentric Capital Strategies reported no remaining Kyndryl position as of Q2 2024 after selling out during the quarter.
  • Concentric Capital Strategies sold 93,340 Kyndryl shares in Q2 2024, an estimated $2.03M.
  • Concentric Capital Strategies first reported a position in Kyndryl in Q4 2023 and held it in 2 quarters.
  • Concentric Capital Strategies's Kyndryl position peaked at $2.03M in Q1 2024.
  • 662 funds tracked by Wall St. Rank held Kyndryl as of Q2 2024.

Based on Concentric Capital Strategies's 13F filing for Q2 2024, filed 14 Aug 2024.