Barbara Oil Co’s IBM IBM Stock Holding History

Barbara Oil Co’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
2020 Q4	–	Sell	-5,230	Closed	-$608K	–	86
2020 Q3	$608K	Hold	5,230	–	–	0.33%	69
2020 Q2	$604K	Hold	5,230	–	–	0.35%	74
2020 Q1	$555K	Hold	5,230	–	–	0.37%	69
2019 Q4	$670K	Hold	5,230	–	–	0.36%	72
2019 Q3	$727K	Hold	5,230	–	–	0.41%	65
2019 Q2	$690K	Hold	5,230	–	–	0.39%	67
2019 Q1	$706K	Hold	5,230	–	–	0.42%	67
2018 Q4	$568K	Hold	5,230	–	–	0.38%	69
2018 Q3	$756K	Hold	5,230	–	–	0.45%	69
2018 Q2	$699K	Hold	5,230	–	–	0.45%	68
2018 Q1	$767K	Hold	5,230	–	–	0.5%	62
2017 Q4	$767K	Hold	5,230	–	–	0.49%	62
2017 Q3	$725K	Hold	5,230	–	–	0.5%	65
2017 Q2	$769K	Hold	5,230	–	–	0.55%	59
2017 Q1	$871K	Hold	5,230	–	–	0.65%	52
2016 Q4	$830K	Hold	5,230	–	–	0.64%	52
2016 Q3	$794K	Hold	5,230	–	–	0.63%	51
2016 Q2	$759K	Hold	5,230	–	–	0.61%	53
2016 Q1	$757K	Hold	5,230	–	–	0.64%	52
2015 Q4	$688K	Hold	5,230	–	–	0.58%	54
2015 Q3	$725K	Hold	5,230	–	–	0.64%	51
2015 Q2	$813K	Hold	5,230	–	–	0.68%	49
2015 Q1	$803K	Hold	5,230	–	–	0.66%	50
2014 Q4	$802K	Hold	5,230	–	–	0.65%	50
2014 Q3	$949K	Hold	5,230	–	–	0.8%	43
2014 Q2	$906K	Hold	5,230	–	–	0.77%	43
2014 Q1	$962K	Hold	5,230	–	–	0.85%	40
2013 Q4	$938K	Buy	+5,230	New	+$902K	0.82%	42

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barbara Oil Co's IBM Position: Q4 2020 in Review

Barbara Oil Co sold out of IBM (IBM) in Q4 2020, closing a stake of 5,230 shares — an estimated $608K sold.

Barbara Oil Co first reported a position in IBM in Q4 2013 and held it in 28 quarters. The position peaked at $962K in Q1 2014. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

Barbara Oil Co reported no remaining IBM position as of Q4 2020 after selling out during the quarter.
Barbara Oil Co sold 5,230 IBM shares in Q4 2020, an estimated $608K.
Barbara Oil Co first reported a position in IBM in Q4 2013 and held it in 28 quarters.
Barbara Oil Co's IBM position peaked at $962K in Q1 2014.
2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Barbara Oil Co's 13F filing for Q4 2020, filed 16 Feb 2021.