Shelter Mutual Insurance’s Kyndryl KD Stock Holding History

Shelter Mutual Insurance’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	-7,698	Closed	-$114K	–	68
2023 Q1	$114K	Hold	7,698	–	–	0.03%	53
2022 Q4	$86K	Hold	7,698	–	–	0.02%	53
2022 Q3	$64K	Hold	7,698	–	–	0.02%	52
2022 Q2	$75K	Hold	7,698	–	–	0.02%	53
2022 Q1	$101K	Buy	+7,698	New	+$116K	0.03%	52

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Shelter Mutual Insurance's KD Position: Q2 2023 in Review

Shelter Mutual Insurance sold out of Kyndryl (KD) in Q2 2023, closing a stake of 7,698 shares — an estimated $114K sold.

Shelter Mutual Insurance first reported a position in KD in Q1 2022 and held it in 5 quarters. The position peaked at $114K in Q1 2023. 572 funds tracked by Wall St. Rank hold KD as of Q2 2023.

Shelter Mutual Insurance reported no remaining Kyndryl position as of Q2 2023 after selling out during the quarter.
Shelter Mutual Insurance sold 7,698 Kyndryl shares in Q2 2023, an estimated $114K.
Shelter Mutual Insurance first reported a position in Kyndryl in Q1 2022 and held it in 5 quarters.
Shelter Mutual Insurance's Kyndryl position peaked at $114K in Q1 2023.
572 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

Based on Shelter Mutual Insurance's 13F filing for Q2 2023, filed 1 Aug 2023.