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Ameritas Investment Company’s IBM IBM Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$1.45M Buy
10,947
+6,781
+163% +$906K 0.07% 226
2021
Q2 		$1.19M Sell
4,166
-670
-14% -$91.6K 0.06% 254
2021
Q1 		$616K Buy
4,836
+1,302
+37% +$156K 0.05% 302
2020
Q4 		$425K Sell
3,534
-331
-9% -$38.3K 0.08% 246
2020
Q3 		$446K Hold
3,865
– – 0.14% 178
2020
Q2 		$446K Sell
3,865
-1,834
-32% -$213K 0.13% 182
2020
Q1 		$591K Buy
5,699
+519
+10% +$65.6K 0.09% 172
2019
Q4 		$664K Sell
5,180
-1,889
-27% -$246K 0.14% 145
2019
Q3 		$969K Buy
+7,069
New +$954K 0.19% 101
2019
Q2 		– Sell
-5,335
Closed -$720K – 503
2019
Q1 		$720K Buy
+5,335
New +$680K 0.13% 134

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ameritas Investment Company's IBM Position: Q3 2021 in Review

Ameritas Investment Company increased its IBM (IBM) stake by 163% in Q3 2021, buying an estimated $906K and bringing the position to 10,947 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #226.

Ameritas Investment Company first reported a position in IBM in Q1 2019 and has held it in 10 quarters since. 2,163 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

  • Ameritas Investment Company held 10,947 shares of IBM worth $1.45M as of Q3 2021.
  • Ameritas Investment Company bought 6,781 IBM shares in Q3 2021, an estimated $906K.
  • IBM made up 0.07% of Ameritas Investment Company's portfolio in Q3 2021, its #226 holding.
  • Ameritas Investment Company first reported a position in IBM in Q1 2019 and has held it in 10 quarters since.
  • 2,163 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.