Ellevest Inc’s Kyndryl KD Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-812	Closed	-$12K	–	1010
2023 Q1	$12K	Buy	812 +13	+2%	+$184	﹤0.01%	991
2022 Q4	$8.88K	Buy	799 +680	+571%	+$6.84K	﹤0.01%	1055
2022 Q3	$1K	Buy	119 +99	+495%	+$1.03K	﹤0.01%	1474
2022 Q2	$0	Buy	+20	New	+$233	﹤0.01%	1532

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ellevest Inc's KD Position: Q2 2023 in Review

Ellevest Inc sold out of Kyndryl (KD) in Q2 2023, closing a stake of 812 shares — an estimated $12K sold.

Ellevest Inc first reported a position in KD in Q2 2022 and held it in 4 quarters. The position peaked at $12K in Q1 2023. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

Ellevest Inc reported no remaining Kyndryl position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 812 Kyndryl shares in Q2 2023, an estimated $12K.
Ellevest Inc first reported a position in Kyndryl in Q2 2022 and held it in 4 quarters.
Ellevest Inc's Kyndryl position peaked at $12K in Q1 2023.
572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.