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West Oak Capital’s Kyndryl KD Stock Holding History

West Oak 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
2024
Q4 		– Sell
-40
Closed -$9 – 310
2024
Q3 		$9 Hold
40
– – ﹤0.01% 285
2024
Q2 		$1.05K Sell
40
-30
-43% -$719 ﹤0.01% 298
2024
Q1 		$2K Hold
70
– – ﹤0.01% 279
2023
Q4 		$1K Hold
70
– – ﹤0.01% 292
2023
Q3 		$1K Hold
70
– – ﹤0.01% 290
2023
Q2 		$930 Hold
70
– – ﹤0.01% 295
2023
Q1 		$1.03K Hold
70
– – ﹤0.01% 297
2022
Q4 		$1K Hold
70
– – ﹤0.01% 270
2022
Q3 		$1K Hold
70
– – ﹤0.01% 311
2022
Q2 		$1K Hold
70
– – ﹤0.01% 309
2022
Q1 		$1K Hold
70
– – ﹤0.01% 336
2021
Q4 		$1K Buy
+70
New +$1.51K ﹤0.01% 340

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

West Oak Capital's KD Position: Q4 2024 in Review

West Oak Capital sold out of Kyndryl (KD) in Q4 2024, closing a stake of 40 shares — an estimated $9 sold.

West Oak Capital first reported a position in KD in Q4 2021 and held it in 12 quarters. The position peaked at $2K in Q1 2024. 696 funds tracked by Wall St. Rank hold KD as of Q4 2024.

  • West Oak Capital reported no remaining Kyndryl position as of Q4 2024 after selling out during the quarter.
  • West Oak Capital sold 40 Kyndryl shares in Q4 2024, an estimated $9.
  • West Oak Capital first reported a position in Kyndryl in Q4 2021 and held it in 12 quarters.
  • West Oak Capital's Kyndryl position peaked at $2K in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Kyndryl as of Q4 2024.

Based on West Oak Capital's 13F filing for Q4 2024, filed 10 Jan 2025.