Howe & Rusling’s Kyndryl KD Stock Holding History

Howe & Rusling’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	-654	Closed	-$5K	–	684
2022 Q3	$5K	Buy	654 +102	+18%	+$1.06K	﹤0.01%	665
2022 Q2	$5K	Sell	552 -90	-14%	-$1.05K	﹤0.01%	649
2022 Q1	$8K	Sell	642 -261	-29%	-$3.93K	﹤0.01%	560
2021 Q4	$16K	Buy	+903	New	+$19.5K	﹤0.01%	466

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

Goldman Sachs New York $871B AUM 31.28% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Howe & Rusling's KD Position: Q4 2022 in Review

Howe & Rusling sold out of Kyndryl (KD) in Q4 2022, closing a stake of 654 shares — an estimated $5K sold.

Howe & Rusling first reported a position in KD in Q4 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 608 funds tracked by Wall St. Rank hold KD as of Q4 2022.

Howe & Rusling reported no remaining Kyndryl position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 654 Kyndryl shares in Q4 2022, an estimated $5K.
Howe & Rusling first reported a position in Kyndryl in Q4 2021 and held it in 4 quarters.
Howe & Rusling's Kyndryl position peaked at $16K in Q4 2021.
608 funds tracked by Wall St. Rank held Kyndryl as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.