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Ariel Investments’s IBM IBM Stock Holding History

Ariel Investments’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
2018
Q1 		– Sell
-49,106
Closed -$7.2M – 172
2017
Q4 		$7.2M Sell
49,106
-18
-0% -$2.62K 0.08% 130
2017
Q3 		$6.81M Sell
49,124
-24
-0% -$3.34K 0.08% 131
2017
Q2 		$7.23M Sell
49,148
-6,339
-11% -$956K 0.09% 127
2017
Q1 		$9.24M Buy
55,487
+375
+0.7% +$62.9K 0.11% 114
2016
Q4 		$8.75M Hold
55,112
– – 0.1% 118
2016
Q3 		$8.37M Sell
55,112
-2,742
-5% -$416K 0.1% 121
2016
Q2 		$8.39M Hold
57,854
– – 0.11% 116
2016
Q1 		$8.38M Buy
57,854
+1,475
+3% +$188K 0.1% 119
2015
Q4 		$7.42M Sell
56,379
-2,210
-4% -$297K 0.09% 130
2015
Q3 		$8.12M Buy
58,589
+1,245
+2% +$184K 0.1% 123
2015
Q2 		$8.92M Buy
57,344
+225
+0.4% +$36.2K 0.1% 126
2015
Q1 		$8.76M Buy
57,119
+3,583
+7% +$543K 0.1% 129
2014
Q4 		$8.21M Sell
53,536
-105
-0.2% -$16.7K 0.09% 135
2014
Q3 		$9.73M Buy
53,641
+941
+2% +$171K 0.13% 117
2014
Q2 		$9.13M Hold
52,700
– – 0.11% 126
2014
Q1 		$9.7M Buy
52,700
+1,046
+2% +$184K 0.12% 116
2013
Q4 		$9.26M Sell
51,654
-20
-0% -$3.45K 0.11% 116
2013
Q3 		$9.15M Buy
51,674
+17,625
+52% +$3.2M 0.13% 93
2013
Q2 		$6.22M Buy
+34,049
New +$6.63M 0.1% 103

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Ariel Investments's IBM Position: Q1 2018 in Review

Ariel Investments sold out of IBM (IBM) in Q1 2018, closing a stake of 49,106 shares — an estimated $7.2M sold.

Ariel Investments first reported a position in IBM in Q2 2013 and held it in 19 quarters. The position peaked at $9.73M in Q3 2014. 1,969 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

  • Ariel Investments reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
  • Ariel Investments sold 49,106 IBM shares in Q1 2018, an estimated $7.2M.
  • Ariel Investments first reported a position in IBM in Q2 2013 and held it in 19 quarters.
  • Ariel Investments's IBM position peaked at $9.73M in Q3 2014.
  • 1,969 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on Ariel Investments's 13F filing for Q1 2018, filed 14 May 2018.