SRH Advisors’s Kyndryl KD Stock Holding History

SRH Advisors’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
2025 Q1	–	Sell	-160	Closed	-$5.54K	–	278
2024 Q4	$5.54K	Hold	160	–	–	﹤0.01%	245
2024 Q3	$3.68K	Hold	160	–	–	﹤0.01%	259
2024 Q2	$4.21K	Hold	160	–	–	﹤0.01%	256
2024 Q1	$3.48K	Hold	160	–	–	﹤0.01%	279
2023 Q4	$3.33K	Hold	160	–	–	﹤0.01%	275
2023 Q3	$2.42K	Sell	160 -6	-4%	-$89	﹤0.01%	275
2023 Q2	$2.45K	Hold	166	–	–	﹤0.01%	271
2023 Q1	$2K	Hold	166	–	–	﹤0.01%	274
2022 Q4	$2K	Sell	166 -6	-3%	-$60	﹤0.01%	281
2022 Q3	$1K	Hold	172	–	–	﹤0.01%	304
2022 Q2	$2K	Hold	172	–	–	﹤0.01%	293
2022 Q1	$2K	Sell	172 -13	-7%	-$196	﹤0.01%	295
2021 Q4	$3K	Buy	+185	New	+$3.99K	﹤0.01%	283

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

SRH Advisors's KD Position: Q1 2025 in Review

SRH Advisors sold out of Kyndryl (KD) in Q1 2025, closing a stake of 160 shares — an estimated $5.54K sold.

SRH Advisors first reported a position in KD in Q4 2021 and held it in 13 quarters. The position peaked at $5.54K in Q4 2024. 702 funds tracked by Wall St. Rank hold KD as of Q1 2025.

SRH Advisors reported no remaining Kyndryl position as of Q1 2025 after selling out during the quarter.
SRH Advisors sold 160 Kyndryl shares in Q1 2025, an estimated $5.54K.
SRH Advisors first reported a position in Kyndryl in Q4 2021 and held it in 13 quarters.
SRH Advisors's Kyndryl position peaked at $5.54K in Q4 2024.
702 funds tracked by Wall St. Rank held Kyndryl as of Q1 2025.

Based on SRH Advisors's 13F filing for Q1 2025, filed 5 May 2025.