OLVIG
KD icon

Oliver Lagore Vanvalin Investment Group’s Kyndryl KD Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2023
Q4 		– Sell
-2
Closed -$30 – 829
2023
Q3 		$30 Hold
2
– – ﹤0.01% 831
2023
Q2 		$27 Hold
2
– – ﹤0.01% 764
2023
Q1 		$30 Hold
2
– – ﹤0.01% 692
2022
Q4 		$22 Hold
2
– – ﹤0.01% 657
2022
Q3 		$0 Sell
2
-20
-91% -$208 ﹤0.01% 683
2022
Q2 		$0 Hold
22
– – ﹤0.01% 662
2022
Q1 		$0 Buy
+22
New +$331 ﹤0.01% 572

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's KD Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Kyndryl (KD) in Q4 2023, closing a stake of 2 shares — an estimated $30 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in KD in Q1 2022 and held it in 7 quarters. The position peaked at $30 in Q3 2023. 624 funds tracked by Wall St. Rank hold KD as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Kyndryl position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 2 Kyndryl shares in Q4 2023, an estimated $30.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Kyndryl in Q1 2022 and held it in 7 quarters.
  • Oliver Lagore Vanvalin Investment Group's Kyndryl position peaked at $30 in Q3 2023.
  • 624 funds tracked by Wall St. Rank held Kyndryl as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.