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Steward Financial Group’s Kyndryl KD Stock Holding History

Steward Financial Group’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
Q3 		$10K Buy
+702
New +$10.4K ﹤0.01% 380
2023
Q2 		– Sell
-649
Closed -$9K – 745
2023
Q1 		$9K Buy
649
+58
+10% +$823 ﹤0.01% 211
2022
Q4 		$6K Buy
+591
New +$5.95K ﹤0.01% 179
2022
Q3 		– Sell
-991
Closed -$9K – 718
2022
Q2 		$9K Hold
991
– – 0.01% 257
2022
Q1 		$13K Hold
991
– – 0.01% 191
2021
Q4 		$17K Buy
+991
New +$21.4K 0.02% 131

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Steward Financial Group's KD Position: Q3 2023 in Review

Steward Financial Group opened a new position in Kyndryl (KD) in Q3 2023: 702 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in KD as recently as Q1 2023.

Steward Financial Group first reported a position in KD in Q4 2021 and has held it in 6 quarters since. The position peaked at $17K in Q4 2021. 570 funds tracked by Wall St. Rank hold KD as of Q3 2023.

  • Steward Financial Group held 702 shares of Kyndryl worth $10K as of Q3 2023.
  • Kyndryl was a new Steward Financial Group position in Q3 2023.
  • Kyndryl made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #380 holding.
  • Steward Financial Group first reported a position in Kyndryl in Q4 2021 and has held it in 6 quarters since.
  • Steward Financial Group's Kyndryl position peaked at $17K in Q4 2021.
  • 570 funds tracked by Wall St. Rank held Kyndryl as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.