SummerHaven Investment Management’s Kyndryl KD Stock Holding History

SummerHaven Investment 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 Q3	–	Sell	-57,493	Closed	-$1.51M	–	239
2024 Q2	$1.51M	Buy	57,493 +563	+1%	+$13.5K	0.99%	5
2024 Q1	$1.24M	Buy	56,930 +446	+0.8%	+$9.48K	0.78%	9
2023 Q4	$1.17M	Buy	56,484 +594	+1%	+$10.2K	0.75%	8
2023 Q3	$844K	Sell	55,890 -16,017	-22%	-$238K	0.62%	25
2023 Q2	$955K	Sell	71,907 -8,454	-11%	-$114K	0.61%	50
2023 Q1	$1.19M	Buy	80,361 +1,191	+2%	+$16.9K	0.69%	20
2022 Q4	$880K	Buy	79,170 +1,107	+1%	+$11.1K	0.52%	71
2022 Q3	$646K	Buy	+78,063	New	+$812K	0.45%	148

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SummerHaven Investment Management's KD Position: Q3 2024 in Review

SummerHaven Investment Management sold out of Kyndryl (KD) in Q3 2024, closing a stake of 57,493 shares — an estimated $1.51M sold.

SummerHaven Investment Management first reported a position in KD in Q3 2022 and held it in 8 quarters. The position peaked at $1.51M in Q2 2024. 626 funds tracked by Wall St. Rank hold KD as of Q3 2024.

SummerHaven Investment Management reported no remaining Kyndryl position as of Q3 2024 after selling out during the quarter.
SummerHaven Investment Management sold 57,493 Kyndryl shares in Q3 2024, an estimated $1.51M.
SummerHaven Investment Management first reported a position in Kyndryl in Q3 2022 and held it in 8 quarters.
SummerHaven Investment Management's Kyndryl position peaked at $1.51M in Q2 2024.
626 funds tracked by Wall St. Rank held Kyndryl as of Q3 2024.

Based on SummerHaven Investment Management's 13F filing for Q3 2024, filed 16 Oct 2024.