J. Goldman & Co’s Kyndryl KD Stock Holding History

J. Goldman & Co’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
2025 Q4	–	Sell	-55,382	Closed	-$1.66M	–	700
2025 Q3	$1.66M	Sell	55,382 -124,707	-69%	-$4.28M	0.06%	291
2025 Q2	$7.56M	Sell	180,089 -591,989	-77%	-$21.4M	0.24%	156
2025 Q1	$24.2M	Buy	772,078 +416,519	+117%	+$15.6M	0.86%	39
2024 Q4	$12.3M	Sell	355,559 -642,089	-64%	-$18.7M	0.43%	95
2024 Q3	$22.9M	Sell	997,648 -533,103	-35%	-$13M	1%	41
2024 Q2	$40.3M	Buy	1,530,751 +157,877	+11%	+$3.78M	1.5%	14
2024 Q1	$29.9M	Buy	1,372,874 +353,087	+35%	+$7.51M	1.35%	25
2023 Q4	$21.2M	Sell	1,019,787 -321,561	-24%	-$5.49M	1.18%	36
2023 Q3	$20.3M	Buy	1,341,348 +915,851	+215%	+$13.6M	1.01%	44
2023 Q2	$5.65M	Buy	425,497 +95,304	+29%	+$1.29M	0.32%	121
2023 Q1	$4.87M	Buy	+330,193	New	+$4.69M	0.28%	144
2022 Q4	–	Sell	-337,012	Closed	-$2.79M	–	451
2022 Q3	$2.79M	Buy	+337,012	New	+$3.51M	0.21%	178
2022 Q1	–	Sell	-242,963	Closed	-$4.4M	–	428
2021 Q4	$4.4M	Buy	+242,963	New	+$5.24M	0.4%	119

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

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

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

AQR Capital Management

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

Dimensional Fund Advisors

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

Geode Capital Management

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

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return