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Schubert & Co’s Kyndryl KD Stock Holding History

Schubert & Co’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
Q2 		– Sell
-362
Closed -$5.34K – 796
2023
Q1 		$5.34K Sell
362
-26
-7% -$369 ﹤0.01% 423
2022
Q4 		$4.32K Buy
388
+15
+4% +$151 ﹤0.01% 498
2022
Q3 		$3K Hold
373
– – ﹤0.01% 628
2022
Q2 		$4K Sell
373
-41
-10% -$477 ﹤0.01% 449
2022
Q1 		$5K Buy
414
+128
+45% +$1.93K 0.01% 165
2021
Q4 		$5K Buy
+286
New +$6.17K 0.01% 138

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Schubert & Co's KD Position: Q2 2023 in Review

Schubert & Co sold out of Kyndryl (KD) in Q2 2023, closing a stake of 362 shares — an estimated $5.34K sold.

Schubert & Co first reported a position in KD in Q4 2021 and held it in 6 quarters. The position peaked at $5.34K in Q1 2023. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

  • Schubert & Co reported no remaining Kyndryl position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 362 Kyndryl shares in Q2 2023, an estimated $5.34K.
  • Schubert & Co first reported a position in Kyndryl in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Kyndryl position peaked at $5.34K in Q1 2023.
  • 572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.