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Sugarloaf Wealth Management’s Kyndryl KD Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$21.9K Hold
634
– – ﹤0.01% 391
2024
Q3 		$14.6K Hold
634
– – ﹤0.01% 455
2024
Q2 		$16.7K Sell
634
-9
-1% -$216 ﹤0.01% 422
2024
Q1 		$14K Hold
643
– – ﹤0.01% 455
2023
Q4 		$13.4K Hold
643
– – ﹤0.01% 453
2023
Q3 		$9.71K Hold
643
– – ﹤0.01% 472
2023
Q2 		$8.54K Hold
643
– – ﹤0.01% 492
2023
Q1 		$9.49K Hold
643
– – ﹤0.01% 483
2022
Q4 		$7.15K Sell
643
-72
-10% -$724 ﹤0.01% 524
2022
Q3 		$6K Buy
715
+10
+1% +$104 ﹤0.01% 591
2022
Q2 		$7K Buy
+705
New +$8.2K ﹤0.01% 562

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sugarloaf Wealth Management's KD Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Kyndryl (KD) position steady in Q4 2024 at 634 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Sugarloaf Wealth Management first reported a position in KD in Q2 2022 and has held it in 11 quarters since. 696 funds tracked by Wall St. Rank hold KD as of Q4 2024.

  • Sugarloaf Wealth Management held 634 shares of Kyndryl worth $21.9K as of Q4 2024.
  • Sugarloaf Wealth Management left its Kyndryl share count unchanged in Q4 2024.
  • Kyndryl made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #391 holding.
  • Sugarloaf Wealth Management first reported a position in Kyndryl in Q2 2022 and has held it in 11 quarters since.
  • 696 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.