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Montgomery Investment Management’s Kyndryl KD Stock Holding History

Montgomery Investment 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
2022
Q3 		– Sell
-10,982
Closed -$108K – 83
2022
Q2 		$108K Sell
10,982
-20
-0.2% -$233 0.04% 75
2022
Q1 		$145K Sell
11,002
-941
-8% -$14.2K 0.05% 83
2021
Q4 		$217K Buy
+11,943
New +$258K 0.07% 82

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Montgomery Investment Management's KD Position: Q3 2022 in Review

Montgomery Investment Management sold out of Kyndryl (KD) in Q3 2022, closing a stake of 10,982 shares — an estimated $108K sold.

Montgomery Investment Management first reported a position in KD in Q4 2021 and held it in 3 quarters. The position peaked at $217K in Q4 2021. 596 funds tracked by Wall St. Rank hold KD as of Q3 2022.

  • Montgomery Investment Management reported no remaining Kyndryl position as of Q3 2022 after selling out during the quarter.
  • Montgomery Investment Management sold 10,982 Kyndryl shares in Q3 2022, an estimated $108K.
  • Montgomery Investment Management first reported a position in Kyndryl in Q4 2021 and held it in 3 quarters.
  • Montgomery Investment Management's Kyndryl position peaked at $217K in Q4 2021.
  • 596 funds tracked by Wall St. Rank held Kyndryl as of Q3 2022.

Based on Montgomery Investment Management's 13F filing for Q3 2022, filed 27 Oct 2022.