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Ellis Investment Partners’s Kyndryl KD Stock Holding History

Ellis Investment Partners’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
2022
Q4 		– Sell
-223
Closed -$1K – 481
2022
Q3 		$1K Sell
223
-15
-6% -$156 ﹤0.01% 762
2022
Q2 		$2K Sell
238
-20
-8% -$233 ﹤0.01% 729
2022
Q1 		$3K Buy
258
+206
+396% +$3.1K ﹤0.01% 733
2021
Q4 		$0 Buy
+52
New +$1.12K ﹤0.01% 815

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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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ellis Investment Partners's KD Position: Q4 2022 in Review

Ellis Investment Partners sold out of Kyndryl (KD) in Q4 2022, closing a stake of 223 shares — an estimated $1K sold.

Ellis Investment Partners first reported a position in KD in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 608 funds tracked by Wall St. Rank hold KD as of Q4 2022.

  • Ellis Investment Partners reported no remaining Kyndryl position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 223 Kyndryl shares in Q4 2022, an estimated $1K.
  • Ellis Investment Partners first reported a position in Kyndryl in Q4 2021 and held it in 4 quarters.
  • Ellis Investment Partners's Kyndryl position peaked at $3K in Q1 2022.
  • 608 funds tracked by Wall St. Rank held Kyndryl as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.