Rockbridge Investment Management’s Kyndryl KD Stock Holding History

Rockbridge 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
2024 Q1	–	Sell	-201	Closed	-$4.18K	–	388
2023 Q4	$4.18K	Buy	+201	New	+$3.44K	﹤0.01%	484
2022 Q3	–	Sell	-86	Closed	-$842	–	366
2022 Q2	$842	Sell	86 -9	-9%	-$105	﹤0.01%	586
2022 Q1	$1.26K	Sell	95 -359	-79%	-$5.4K	﹤0.01%	722
2021 Q4	$8K	Buy	+454	New	+$9.8K	﹤0.01%	598

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

Rockbridge Investment Management's KD Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Kyndryl (KD) in Q1 2024, closing a stake of 201 shares — an estimated $4.18K sold.

Rockbridge Investment Management first reported a position in KD in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 645 funds tracked by Wall St. Rank hold KD as of Q1 2024.

Rockbridge Investment Management reported no remaining Kyndryl position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 201 Kyndryl shares in Q1 2024, an estimated $4.18K.
Rockbridge Investment Management first reported a position in Kyndryl in Q4 2021 and held it in 4 quarters.
Rockbridge Investment Management's Kyndryl position peaked at $8K in Q4 2021.
645 funds tracked by Wall St. Rank held Kyndryl as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.