Whipplewood Advisors’s Kyndryl KD Stock Holding History

Whipplewood Advisors’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
2025 Q1	–	Sell	-35	Closed	-$1.21K	–	1224
2024 Q4	$1.21K	Buy	+35	New	+$1.02K	﹤0.01%	984

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Whipplewood Advisors's KD Position: Q1 2025 in Review

Whipplewood Advisors sold out of Kyndryl (KD) in Q1 2025, closing a stake of 35 shares — an estimated $1.21K sold.

Whipplewood Advisors first reported a position in KD in Q4 2024 and held it in 1 quarter. The position peaked at $1.21K in Q4 2024. 702 funds tracked by Wall St. Rank hold KD as of Q1 2025.

Whipplewood Advisors reported no remaining Kyndryl position as of Q1 2025 after selling out during the quarter.
Whipplewood Advisors sold 35 Kyndryl shares in Q1 2025, an estimated $1.21K.
Whipplewood Advisors first reported a position in Kyndryl in Q4 2024 and held it in 1 quarter.
Whipplewood Advisors's Kyndryl position peaked at $1.21K in Q4 2024.
702 funds tracked by Wall St. Rank held Kyndryl as of Q1 2025.

Based on Whipplewood Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.