Aperio Group’s IBM IBM Stock Holding History

Aperio Group’s Portfolio IBM Stock Details IBM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$50.6M	Sell	402,007 -75,748	-16%	-$9.54M	0.15%	132
2020 Q3	$58.1M	Sell	477,755 -26,013	-5%	-$3.16M	0.2%	91
2020 Q2	$60.8M	Sell	503,768 -14,115	-3%	-$1.7M	0.22%	82
2020 Q1	$57.4M	Buy	517,883 +7,195	+1%	+$798K	0.25%	68
2019 Q4	$68.5M	Sell	510,688 -5,363	-1%	-$719K	0.25%	74
2019 Q3	$75M	Buy	516,051 +14,816	+3%	+$2.15M	0.3%	58
2019 Q2	$69.1M	Sell	501,235 -8,498	-2%	-$1.17M	0.28%	65
2019 Q1	$71.9M	Buy	509,733 +121,085	+31%	+$17.1M	0.31%	61
2018 Q4	$44.2M	Sell	388,648 -65,580	-14%	-$7.45M	0.22%	95
2018 Q3	$68.7M	Buy	454,228 +37,393	+9%	+$5.65M	0.3%	60
2018 Q2	$58.2M	Sell	416,835 -164,513	-28%	-$23M	0.28%	69
2018 Q1	$89.2M	Buy	581,348 +56,651	+11%	+$8.69M	0.44%	35
2017 Q4	$80.5M	Buy	524,697 +10,668	+2%	+$1.64M	0.41%	41
2017 Q3	$74.6M	Sell	514,029 -20,148	-4%	-$2.92M	0.42%	39
2017 Q2	$82.2M	Sell	534,177 -196,112	-27%	-$30.2M	0.5%	32
2017 Q1	$127M	Buy	730,289 +22,191	+3%	+$3.86M	0.87%	10
2016 Q4	$118M	Buy	708,098 +82,008	+13%	+$13.6M	0.9%	11
2016 Q3	$99.5M	Buy	626,090 +101,642	+19%	+$16.1M	0.72%	17
2016 Q2	$79.6M	Buy	524,448 +88,701	+20%	+$13.5M	0.62%	24
2016 Q1	$66M	Buy	435,747 +69,276	+19%	+$10.5M	0.56%	28
2015 Q4	$50.4M	Buy	366,471 +11,897	+3%	+$1.64M	0.46%	40
2015 Q3	$51.4M	Sell	354,574 -58,353	-14%	-$8.46M	0.52%	30
2015 Q2	$67.2M	Buy	412,927 +52,156	+14%	+$8.48M	0.69%	16
2015 Q1	$57.9M	Buy	360,771 +113,600	+46%	+$18.2M	0.65%	19
2014 Q4	$39.7M	Sell	247,171 -68,208	-22%	-$10.9M	0.49%	30
2014 Q3	$59.9M	Buy	315,379 +32,589	+12%	+$6.19M	0.81%	11
2014 Q2	$51.3M	Sell	282,790 -2,250	-0.8%	-$408K	0.74%	12
2014 Q1	$54.9M	Buy	+285,040	New	+$54.9M	0.77%	10
2013 Q4	–	Sell	-274,596	Closed	-$50.9M	–	10
2013 Q3	$50.9M	Sell	274,596 -733	-0.3%	-$136K	0.98%	6
2013 Q2	$52.6M	Buy	+275,329	New	+$52.6M	1.25%	3