Aperio Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $50.6M | Sell |
420,499
-79,233
| -16% | -$9.16M | 0.15% | 132 |
|
|
2020
Q3 | $58.1M | Sell |
499,732
-27,209
| -5% | -$3.2M | 0.2% | 91 |
|
|
2020
Q2 | $60.8M | Sell |
526,941
-14,765
| -3% | -$1.71M | 0.22% | 82 |
|
|
2020
Q1 | $57.4M | Buy |
541,706
+7,526
| +1% | +$952K | 0.25% | 68 |
|
|
2019
Q4 | $68.5M | Sell |
534,180
-5,609
| -1% | -$729K | 0.25% | 74 |
|
|
2019
Q3 | $75M | Buy |
539,789
+15,497
| +3% | +$2.09M | 0.3% | 58 |
|
|
2019
Q2 | $69.1M | Sell |
524,292
-8,889
| -2% | -$1.17M | 0.28% | 65 |
|
|
2019
Q1 | $71.9M | Buy |
533,181
+126,655
| +31% | +$16.1M | 0.31% | 61 |
|
|
2018
Q4 | $44.2M | Sell |
406,526
-68,596
| -14% | -$8.23M | 0.22% | 95 |
|
|
2018
Q3 | $68.7M | Buy |
475,122
+39,113
| +9% | +$5.47M | 0.3% | 60 |
|
|
2018
Q2 | $58.2M | Sell |
436,009
-172,081
| -28% | -$24M | 0.28% | 69 |
|
|
2018
Q1 | $89.2M | Buy |
608,090
+59,257
| +11% | +$8.97M | 0.44% | 35 |
|
|
2017
Q4 | $80.5M | Buy |
548,833
+11,159
| +2% | +$1.62M | 0.41% | 41 |
|
|
2017
Q3 | $74.6M | Sell |
537,674
-21,075
| -4% | -$2.94M | 0.42% | 39 |
|
|
2017
Q2 | $82.2M | Sell |
558,749
-205,133
| -27% | -$30.9M | 0.5% | 32 |
|
|
2017
Q1 | $127M | Buy |
763,882
+23,211
| +3% | +$3.89M | 0.87% | 10 |
|
|
2016
Q4 | $118M | Buy |
740,671
+85,781
| +13% | +$13.1M | 0.9% | 11 |
|
|
2016
Q3 | $99.5M | Buy |
654,890
+106,317
| +19% | +$16.1M | 0.72% | 17 |
|
|
2016
Q2 | $79.6M | Buy |
548,573
+92,782
| +20% | +$13.3M | 0.62% | 24 |
|
|
2016
Q1 | $66M | Buy |
455,791
+72,462
| +19% | +$9.26M | 0.56% | 28 |
|
|
2015
Q4 | $50.4M | Buy |
383,329
+12,445
| +3% | +$1.67M | 0.46% | 40 |
|
|
2015
Q3 | $51.4M | Sell |
370,884
-61,038
| -14% | -$9.01M | 0.52% | 30 |
|
|
2015
Q2 | $67.2M | Buy |
431,922
+54,556
| +14% | +$8.77M | 0.69% | 16 |
|
|
2015
Q1 | $57.9M | Buy |
377,366
+118,825
| +46% | +$18M | 0.65% | 19 |
|
|
2014
Q4 | $39.7M | Sell |
258,541
-71,345
| -22% | -$11.4M | 0.49% | 30 |
|
|
2014
Q3 | $59.9M | Buy |
329,886
+34,088
| +12% | +$6.21M | 0.81% | 11 |
|
|
2014
Q2 | $51.3M | Sell |
295,798
-2,354
| -0.8% | -$424K | 0.74% | 12 |
|
|
2014
Q1 | $54.9M | Buy |
+298,152
| New | +$52.5M | 0.77% | 10 |
|
|
2013
Q4 | – | Sell |
-287,227
| Closed | -$49.5M | – | 10 |
|
|
2013
Q3 | $50.9M | Sell |
287,227
-767
| -0.3% | -$139K | 0.98% | 6 |
|
|
2013
Q2 | $52.6M | Buy |
+287,994
| New | +$56.1M | 1.25% | 3 |
|
Other funds holding IBM
Aperio Group's IBM Position: Q4 2020 in Review
Aperio Group reduced its IBM (IBM) stake by 16% in Q4 2020, selling an estimated $9.16M and leaving 420,499 shares worth $50.6M. The position accounts for 0.15% of the portfolio, ranked #132.
Aperio Group first reported a position in IBM in Q2 2013 and has held it in 30 quarters since. The position peaked at $127M in Q1 2017. 2,135 funds tracked by Wall St. Rank hold IBM as of Q4 2020.
- Aperio Group held 420,499 shares of IBM worth $50.6M as of Q4 2020.
- Aperio Group sold 79,233 IBM shares in Q4 2020, an estimated $9.16M.
- IBM made up 0.15% of Aperio Group's portfolio in Q4 2020, its #132 holding.
- Aperio Group first reported a position in IBM in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's IBM position peaked at $127M in Q1 2017.
- 2,135 funds tracked by Wall St. Rank held IBM as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.