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Stonebridge Capital Advisors’s Kyndryl KD Stock Holding History

Stonebridge Capital 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
2023
Q4 		– Sell
-82
Closed -$1.24K – 533
2023
Q3 		$1.24K Buy
82
+10
+14% +$148 ﹤0.01% 846
2023
Q2 		$956 Hold
72
– – ﹤0.01% 860
2023
Q1 		$1.06K Hold
72
– – ﹤0.01% 855
2022
Q4 		$801 Hold
72
– – ﹤0.01% 879
2022
Q3 		$1K Sell
72
-20
-22% -$208 ﹤0.01% 912
2022
Q2 		$1K Sell
92
-4,438
-98% -$51.6K ﹤0.01% 875
2022
Q1 		$59K Buy
4,530
+217
+5% +$3.27K 0.01% 363
2021
Q4 		$78K Buy
+4,313
New +$93.1K 0.01% 296

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Stonebridge Capital Advisors's KD Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Kyndryl (KD) in Q4 2023, closing a stake of 82 shares — an estimated $1.24K sold.

Stonebridge Capital Advisors first reported a position in KD in Q4 2021 and held it in 8 quarters. The position peaked at $78K in Q4 2021. 624 funds tracked by Wall St. Rank hold KD as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Kyndryl position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 82 Kyndryl shares in Q4 2023, an estimated $1.24K.
  • Stonebridge Capital Advisors first reported a position in Kyndryl in Q4 2021 and held it in 8 quarters.
  • Stonebridge Capital Advisors's Kyndryl position peaked at $78K in Q4 2021.
  • 624 funds tracked by Wall St. Rank held Kyndryl as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.