Heritage Financial Services’s Kyndryl KD Stock Holding History

Heritage Financial Services’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 Q3	–	Sell	-968	Closed	-$9K	–	279
2022 Q2	$9K	Buy	+968	New	+$11.3K	0.01%	310

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Heritage Financial Services's KD Position: Q3 2022 in Review

Heritage Financial Services sold out of Kyndryl (KD) in Q3 2022, closing a stake of 968 shares — an estimated $9K sold.

Heritage Financial Services first reported a position in KD in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 596 funds tracked by Wall St. Rank hold KD as of Q3 2022.

Heritage Financial Services reported no remaining Kyndryl position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 968 Kyndryl shares in Q3 2022, an estimated $9K.
Heritage Financial Services first reported a position in Kyndryl in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Kyndryl position peaked at $9K in Q2 2022.
596 funds tracked by Wall St. Rank held Kyndryl as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.