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Benedetti & Gucer’s IBM IBM Stock Holding History

Benedetti & Gucer’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
2024
Q1 		$350K Sell
1,832
-619
-25% -$113K 0.17% 96
2023
Q4 		$401K Buy
2,451
+327
+15% +$49.4K 0.21% 89
2023
Q3 		$298K Buy
2,124
+126
+6% +$17.9K 0.16% 105
2023
Q2 		$267K Buy
+1,998
New +$258K 0.14% 120

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Benedetti & Gucer's IBM Position: Q1 2024 in Review

Benedetti & Gucer reduced its IBM (IBM) stake by 25% in Q1 2024, selling an estimated $113K and leaving 1,832 shares worth $350K. The position accounts for 0.17% of the portfolio, ranked #96.

Benedetti & Gucer first reported a position in IBM in Q2 2023 and has held it in 4 quarters since. The position peaked at $401K in Q4 2023. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Benedetti & Gucer held 1,832 shares of IBM worth $350K as of Q1 2024.
  • Benedetti & Gucer sold 619 IBM shares in Q1 2024, an estimated $113K.
  • IBM made up 0.17% of Benedetti & Gucer's portfolio in Q1 2024, its #96 holding.
  • Benedetti & Gucer first reported a position in IBM in Q2 2023 and has held it in 4 quarters since.
  • Benedetti & Gucer's IBM position peaked at $401K in Q4 2023.
  • 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.