Edmond de Rothschild Holding’s Kyndryl KD Stock Holding History

Edmond de Rothschild Holding’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	-5,340	Closed	-$123K	–	630
2024 Q3	$123K	Sell	5,340 -35	-0.7%	-$854	﹤0.01%	456
2024 Q2	$141K	Buy	5,375 +5,340	+15,257%	+$128K	﹤0.01%	461
2024 Q1	$762	Hold	35	–	–	﹤0.01%	675
2023 Q4	$727	Hold	35	–	–	﹤0.01%	687
2023 Q3	$529	Hold	35	–	–	﹤0.01%	704
2023 Q2	$465	Hold	35	–	–	﹤0.01%	718
2023 Q1	$517	Sell	35 -106	-75%	-$1.5K	﹤0.01%	725
2022 Q4	$1.57K	Hold	141	–	–	﹤0.01%	775
2022 Q3	$1K	Sell	141 -298	-68%	-$3.1K	﹤0.01%	822
2022 Q2	$4K	Buy	+439	New	+$5.11K	﹤0.01%	788
2022 Q1	–	Sell	-1,885	Closed	-$34K	–	832
2021 Q4	$34K	Buy	+1,885	New	+$40.7K	﹤0.01%	743

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

Edmond de Rothschild Holding's KD Position: Q4 2024 in Review

Edmond de Rothschild Holding sold out of Kyndryl (KD) in Q4 2024, closing a stake of 5,340 shares — an estimated $123K sold.

Edmond de Rothschild Holding first reported a position in KD in Q4 2021 and held it in 11 quarters. The position peaked at $141K in Q2 2024. 696 funds tracked by Wall St. Rank hold KD as of Q4 2024.

Edmond de Rothschild Holding reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
Edmond de Rothschild Holding sold 5,340 Kyndryl shares in Q4 2024, an estimated $123K.
Edmond de Rothschild Holding first reported a position in Kyndryl in Q4 2021 and held it in 11 quarters.
Edmond de Rothschild Holding's Kyndryl position peaked at $141K in Q2 2024.
696 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2024, filed 12 Feb 2025.