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Hennessy Advisors Inc’s Kyndryl KD Stock Holding History

Hennessy Advisors 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
2024
Q4 		– Sell
-2,147,200
Closed -$49.3M – 316
2024
Q3 		$49.3M Buy
2,147,200
+267,200
+14% +$6.52M 1.58% 11
2024
Q2 		$49.5M Buy
1,880,000
+288,000
+18% +$6.9M 1.87% 7
2024
Q1 		$34.6M Buy
1,592,000
+196,800
+14% +$4.18M 1.46% 13
2023
Q4 		$29M Buy
+1,395,200
New +$23.8M 1.46% 7

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Hennessy Advisors Inc's KD Position: Q4 2024 in Review

Hennessy Advisors Inc sold out of Kyndryl (KD) in Q4 2024, closing a stake of 2,147,200 shares — an estimated $49.3M sold.

Hennessy Advisors Inc first reported a position in KD in Q4 2023 and held it in 4 quarters. The position peaked at $49.5M in Q2 2024. 698 funds tracked by Wall St. Rank hold KD as of Q4 2024.

  • Hennessy Advisors Inc reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
  • Hennessy Advisors Inc sold 2,147,200 Kyndryl shares in Q4 2024, an estimated $49.3M.
  • Hennessy Advisors Inc first reported a position in Kyndryl in Q4 2023 and held it in 4 quarters.
  • Hennessy Advisors Inc's Kyndryl position peaked at $49.5M in Q2 2024.
  • 698 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on Hennessy Advisors Inc's 13F filing for Q4 2024, filed 15 Jan 2025.