Lee Financial’s Kyndryl KD Stock Holding History

Lee Financial’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 Q1	–	Sell	-191	Closed	-$3.97K	–	511
2023 Q4	$3.97K	Hold	191	–	–	﹤0.01%	593
2023 Q3	$2.88K	Hold	191	–	–	﹤0.01%	607
2023 Q2	$2.54K	Sell	191 -20	-9%	-$271	﹤0.01%	615
2023 Q1	$3.12K	Hold	211	–	–	﹤0.01%	590
2022 Q4	$2.35K	Hold	211	–	–	﹤0.01%	663
2022 Q3	$2K	Hold	211	–	–	﹤0.01%	687
2022 Q2	$2K	Sell	211 -83	-28%	-$966	﹤0.01%	703
2022 Q1	$4K	Buy	294 +3	+1%	+$45	﹤0.01%	535
2021 Q4	$5K	Buy	+291	New	+$6.28K	﹤0.01%	599

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

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

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

DCM

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lee Financial's KD Position: Q1 2024 in Review

Lee Financial sold out of Kyndryl (KD) in Q1 2024, closing a stake of 191 shares — an estimated $3.97K sold.

Lee Financial first reported a position in KD in Q4 2021 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 645 funds tracked by Wall St. Rank hold KD as of Q1 2024.

Lee Financial reported no remaining Kyndryl position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 191 Kyndryl shares in Q1 2024, an estimated $3.97K.
Lee Financial first reported a position in Kyndryl in Q4 2021 and held it in 9 quarters.
Lee Financial's Kyndryl position peaked at $5K in Q4 2021.
645 funds tracked by Wall St. Rank held Kyndryl as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.