Lee, Danner & Bass’s Kyndryl KD Stock Holding History

Lee, Danner & Bass’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 Q1	–	Sell	-1,746	Closed	-$60.4K	–	489
2024 Q4	$60.4K	Buy	+1,746	New	+$50.8K	﹤0.01%	328

Other funds holding KD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Lee, Danner & Bass's KD Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Kyndryl (KD) in Q1 2025, closing a stake of 1,746 shares — an estimated $60.4K sold.

Lee, Danner & Bass first reported a position in KD in Q4 2024 and held it in 1 quarter. The position peaked at $60.4K in Q4 2024. 702 funds tracked by Wall St. Rank hold KD as of Q1 2025.

Lee, Danner & Bass reported no remaining Kyndryl position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,746 Kyndryl shares in Q1 2025, an estimated $60.4K.
Lee, Danner & Bass first reported a position in Kyndryl in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Kyndryl position peaked at $60.4K in Q4 2024.
702 funds tracked by Wall St. Rank held Kyndryl as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.