Jupiter Asset Management’s Kyndryl KD Stock Holding History

Jupiter Asset Management’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 Q3	–	Sell	-147,149	Closed	-$3.87M	–	451
2024 Q2	$3.87M	Sell	147,149 -4,399,820	-97%	-$105M	0.04%	284
2024 Q1	$98.9M	Sell	4,546,969 -6,225,313	-58%	-$132M	0.94%	13
2023 Q4	$224M	Sell	10,772,282 -3,752,414	-26%	-$64.1M	2.22%	6
2023 Q3	$219M	Sell	14,524,696 -1,803,776	-11%	-$26.8M	2.43%	5
2023 Q2	$217M	Sell	16,328,472 -54,528	-0.3%	-$738K	2.37%	4
2023 Q1	$241M	Sell	16,383,000 -2,063,862	-11%	-$29.3M	3.34%	2
2022 Q4	$205M	Buy	18,446,862 +4,686,862	+34%	+$47.1M	3%	3
2022 Q3	$114M	Buy	13,760,000 +6,219,864	+82%	+$64.7M	1.76%	6
2022 Q2	$73.7M	Buy	7,540,136 +6,210,136	+467%	+$72.3M	1.04%	12
2022 Q1	$17.4M	Buy	+1,330,000	New	+$20M	0.21%	142

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

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

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

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

DCM

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

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jupiter Asset Management's KD Position: Q3 2024 in Review

Jupiter Asset Management sold out of Kyndryl (KD) in Q3 2024, closing a stake of 147,149 shares — an estimated $3.87M sold.

Jupiter Asset Management first reported a position in KD in Q1 2022 and held it in 10 quarters. The position peaked at $241M in Q1 2023. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

Jupiter Asset Management reported no remaining Kyndryl position as of Q3 2024 after selling out during the quarter.
Jupiter Asset Management sold 147,149 Kyndryl shares in Q3 2024, an estimated $3.87M.
Jupiter Asset Management first reported a position in Kyndryl in Q1 2022 and held it in 10 quarters.
Jupiter Asset Management's Kyndryl position peaked at $241M in Q1 2023.
626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on Jupiter Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.