UHC
KD icon

Union Heritage Capital’s Kyndryl KD Stock Holding History

Union Heritage Capital’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
Q1 		– Sell
-894
Closed -$10K – 52
2022
Q4 		$10K Hold
894
– – 0.01% 53
2022
Q3 		$7K Hold
894
– – ﹤0.01% 53
2022
Q2 		$9K Hold
894
– – 0.01% 53
2022
Q1 		$12K Buy
+894
New +$13.5K 0.01% 52

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
GC
Greenlight Capital New York $2.05B AUM 78.75% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Union Heritage Capital's KD Position: Q1 2023 in Review

Union Heritage Capital sold out of Kyndryl (KD) in Q1 2023, closing a stake of 894 shares — an estimated $10K sold.

Union Heritage Capital first reported a position in KD in Q1 2022 and held it in 4 quarters. The position peaked at $12K in Q1 2022. 583 funds tracked by Wall St. Rank hold KD as of Q1 2023.

  • Union Heritage Capital reported no remaining Kyndryl position as of Q1 2023 after selling out during the quarter.
  • Union Heritage Capital sold 894 Kyndryl shares in Q1 2023, an estimated $10K.
  • Union Heritage Capital first reported a position in Kyndryl in Q1 2022 and held it in 4 quarters.
  • Union Heritage Capital's Kyndryl position peaked at $12K in Q1 2022.
  • 583 funds tracked by Wall St. Rank held Kyndryl as of Q1 2023.

Based on Union Heritage Capital's 13F filing for Q1 2023, filed 16 May 2023.