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Householder Group Estate & Retirement Specialist’s Kyndryl KD Stock Holding History

Householder Group Estate & Retirement Specialist’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
-292
Closed -$6K – 894
2024
Q3 		$6K Sell
292
-4
-1% -$98 ﹤0.01% 902
2024
Q2 		$7K Hold
296
– – ﹤0.01% 884
2024
Q1 		$6.44K Buy
296
+230
+348% +$4.89K ﹤0.01% 894
2023
Q4 		$1K Buy
66
+4
+6% +$68 ﹤0.01% 1071
2023
Q3 		$936 Buy
+62
New +$919 ﹤0.01% 1148
2023
Q1 		$1K Buy
44
+30
+214% +$426 ﹤0.01% 1158
2022
Q4 		$0 Sell
14
-93
-87% -$936 ﹤0.01% 751
2022
Q3 		$0 Buy
+107
New +$1.11K ﹤0.01% 1156

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's KD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Kyndryl (KD) in Q4 2024, closing a stake of 292 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in KD in Q3 2022 and held it in 8 quarters. The position peaked at $7K in Q2 2024. 697 funds tracked by Wall St. Rank hold KD as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 292 Kyndryl shares in Q4 2024, an estimated $6K.
  • Householder Group Estate & Retirement Specialist first reported a position in Kyndryl in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Kyndryl position peaked at $7K in Q2 2024.
  • 697 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.