Private Ocean’s Kyndryl KD Stock Holding History

Private Ocean’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	-100	Closed	–	–	596
2022 Q2	$0	Buy	100 +31	+45%	+$361	﹤0.01%	571
2022 Q1	$1K	Sell	69 -160	-70%	-$2.41K	﹤0.01%	551
2021 Q4	$4K	Buy	+229	New	+$4.94K	﹤0.01%	478

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

JAM

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Private Ocean's KD Position: Q3 2022 in Review

Private Ocean sold out of Kyndryl (KD) in Q3 2022, closing a stake of 100 shares.

Private Ocean first reported a position in KD in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 596 funds tracked by Wall St. Rank hold KD as of Q3 2022.

Private Ocean reported no remaining Kyndryl position as of Q3 2022 after selling out during the quarter.
Private Ocean sold 100 Kyndryl shares in Q3 2022.
Private Ocean first reported a position in Kyndryl in Q4 2021 and held it in 3 quarters.
Private Ocean's Kyndryl position peaked at $4K in Q4 2021.
596 funds tracked by Wall St. Rank held Kyndryl as of Q3 2022.

Based on Private Ocean's 13F filing for Q3 2022, filed 24 Oct 2022.