4IG
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440 Investment Group’s IBM IBM Stock Holding History

440 Investment Group’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$797K Sell
5,433
-1,464
-21% -$213K 0.57% 50
2017
Q3 		$957K Sell
6,897
-19,884
-74% -$2.77M 0.73% 38
2017
Q2 		$3.94M Sell
26,781
-208
-0.8% -$31.4K 3.14% 6
2017
Q1 		$4.49M Buy
+26,989
New +$4.53M 4.02% 6

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

440 Investment Group's IBM Position: Q4 2017 in Review

440 Investment Group reduced its IBM (IBM) stake by 21% in Q4 2017, selling an estimated $213K and leaving 5,433 shares worth $797K. The position accounts for 0.57% of the portfolio, ranked #50.

440 Investment Group first reported a position in IBM in Q1 2017 and has held it in 4 quarters since. The position peaked at $4.49M in Q1 2017. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • 440 Investment Group held 5,433 shares of IBM worth $797K as of Q4 2017.
  • 440 Investment Group sold 1,464 IBM shares in Q4 2017, an estimated $213K.
  • IBM made up 0.57% of 440 Investment Group's portfolio in Q4 2017, its #50 holding.
  • 440 Investment Group first reported a position in IBM in Q1 2017 and has held it in 4 quarters since.
  • 440 Investment Group's IBM position peaked at $4.49M in Q1 2017.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.