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Berry Group’s IBM IBM Stock Holding History

Berry Group’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 		$614K Buy
5,098
+2,615
+105% +$302K 0.28% 62
2020
Q3 		$289K Buy
2,483
+21
+0.9% +$2.47K 0.16% 95
2020
Q2 		$284K Sell
2,462
-275
-10% -$31.9K 0.18% 87
2020
Q1 		$290K Sell
2,737
-3,117
-53% -$394K 0.22% 76
2019
Q4 		$750K Buy
+5,854
New +$761K 0.41% 52

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berry Group's IBM Position: Q4 2020 in Review

Berry Group increased its IBM (IBM) stake by 105% in Q4 2020, buying an estimated $302K and bringing the position to 5,098 shares worth $614K. The position accounts for 0.28% of the portfolio, ranked #62.

Berry Group first reported a position in IBM in Q4 2019 and has held it in 5 quarters since. The position peaked at $750K in Q4 2019. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

  • Berry Group held 5,098 shares of IBM worth $614K as of Q4 2020.
  • Berry Group bought 2,615 IBM shares in Q4 2020, an estimated $302K.
  • IBM made up 0.28% of Berry Group's portfolio in Q4 2020, its #62 holding.
  • Berry Group first reported a position in IBM in Q4 2019 and has held it in 5 quarters since.
  • Berry Group's IBM position peaked at $750K in Q4 2019.
  • 2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.