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Crewe Advisors’s Kyndryl KD Stock Holding History

Crewe 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
2026
Q1 		$145 Hold
11
– – ﹤0.01% 1009
2025
Q4 		$293 Hold
11
– – ﹤0.01% 1063
2025
Q3 		$331 Sell
11
-10
-48% -$343 ﹤0.01% 941
2025
Q2 		$882 Hold
21
– – ﹤0.01% 621
2025
Q1 		$660 Hold
21
– – ﹤0.01% 610
2024
Q4 		$727 Hold
21
– – ﹤0.01% 537
2024
Q3 		$483 Hold
21
– – ﹤0.01% 667
2024
Q2 		$553 Hold
21
– – ﹤0.01% 912
2024
Q1 		$457 Hold
21
– – ﹤0.01% 910
2023
Q4 		$437 Buy
21
+10
+91% +$171 ﹤0.01% 331
2023
Q3 		$167 Hold
11
– – ﹤0.01% 464
2023
Q2 		$147 Hold
11
– – ﹤0.01% 773
2023
Q1 		$163 Hold
11
– – ﹤0.01% 799
2022
Q4 		$122 Sell
11
-20
-65% -$201 ﹤0.01% 1008
2022
Q3 		$0 Sell
31
-370
-92% -$3.85K ﹤0.01% 1267
2022
Q2 		$4K Sell
401
-40
-9% -$465 ﹤0.01% 821
2022
Q1 		$6K Hold
441
– – ﹤0.01% 384
2021
Q4 		$8K Buy
+441
New +$9.52K ﹤0.01% 327

Other funds holding KD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return