Union Savings Bank’s Kyndryl KD Stock Holding History

Union Savings Bank’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 Q2	–	Sell	-37	Closed	-$804	–	301
2024 Q1	$804	Buy	37 +31	+517%	+$659	﹤0.01%	296
2023 Q4	$124	Buy	+6	New	+$103	﹤0.01%	304

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Union Savings Bank's KD Position: Q2 2024 in Review

Union Savings Bank sold out of Kyndryl (KD) in Q2 2024, closing a stake of 37 shares — an estimated $804 sold.

Union Savings Bank first reported a position in KD in Q4 2023 and held it in 2 quarters. The position peaked at $804 in Q1 2024. 662 funds tracked by Wall St. Rank hold KD as of Q2 2024.

Union Savings Bank reported no remaining Kyndryl position as of Q2 2024 after selling out during the quarter.
Union Savings Bank sold 37 Kyndryl shares in Q2 2024, an estimated $804.
Union Savings Bank first reported a position in Kyndryl in Q4 2023 and held it in 2 quarters.
Union Savings Bank's Kyndryl position peaked at $804 in Q1 2024.
662 funds tracked by Wall St. Rank held Kyndryl as of Q2 2024.

Based on Union Savings Bank's 13F filing for Q2 2024, filed 1 Aug 2024.