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AHL Partners’s IBM IBM Stock Holding History

AHL Partners’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 		$10.4M Sell
70,805
-20,138
-22% -$2.93M 0.16% 204
2017
Q3 		$12.6M Buy
90,943
+26,253
+41% +$3.66M 0.23% 88
2017
Q2 		$9.51M Buy
64,690
+7,047
+12% +$1.06M 0.2% 109
2017
Q1 		$9.6M Buy
57,643
+33,435
+138% +$5.61M 0.21% 129
2016
Q4 		$3.84M Sell
24,208
-25,183
-51% -$3.84M 0.12% 327
2016
Q3 		$7.5M Buy
49,391
+27,848
+129% +$4.23M 0.28% 66
2016
Q2 		$3.13M Buy
21,543
+13,945
+184% +$2M 0.17% 139
2016
Q1 		$1.1M Sell
7,598
-39,073
-84% -$4.99M 0.07% 364
2015
Q4 		$6.14M Buy
46,671
+32,741
+235% +$4.4M 0.48% 5
2015
Q3 		$1.93M Sell
13,930
-16,626
-54% -$2.46M 0.31% 69
2015
Q2 		$4.75M Buy
30,556
+7,529
+33% +$1.21M 0.19% 204
2015
Q1 		$3.53M Buy
23,027
+6,332
+38% +$960K 0.14% 321
2014
Q4 		$2.56M Buy
16,695
+13,378
+403% +$2.13M 0.13% 331
2014
Q3 		$602K Buy
+3,317
New +$604K 0.05% 441

Other funds holding IBM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AHL Partners's IBM Position: Q4 2017 in Review

AHL Partners reduced its IBM (IBM) stake by 22% in Q4 2017, selling an estimated $2.93M and leaving 70,805 shares worth $10.4M. The position accounts for 0.16% of the portfolio, ranked #204.

AHL Partners first reported a position in IBM in Q3 2014 and has held it in 14 quarters since. The position peaked at $12.6M in Q3 2017. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • AHL Partners held 70,805 shares of IBM worth $10.4M as of Q4 2017.
  • AHL Partners sold 20,138 IBM shares in Q4 2017, an estimated $2.93M.
  • IBM made up 0.16% of AHL Partners's portfolio in Q4 2017, its #204 holding.
  • AHL Partners first reported a position in IBM in Q3 2014 and has held it in 14 quarters since.
  • AHL Partners's IBM position peaked at $12.6M in Q3 2017.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.