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British Steel Pension Fund’s IBM IBM Stock Holding History

British Steel Pension Fund’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
Q1 		– Sell
-808
Closed -$103K – 96
2019
Q4 		$103K Hold
808
– – 0.02% 137
2019
Q3 		$112K Sell
808
-567
-41% -$76.5K 0.02% 126
2019
Q2 		$181K Sell
1,375
-1,506
-52% -$198K 0.03% 134
2019
Q1 		$389K Sell
2,881
-304
-10% -$38.8K 0.07% 133
2018
Q4 		$460K Buy
+3,185
New +$382K 0.08% 127
2018
Q2 		$635K Sell
4,757
-9,848
-67% -$1.37M 0.1% 131
2018
Q1 		$2.14M Hold
14,605
– – 0.25% 84
2017
Q4 		$2.14M Buy
14,605
+4,707
+48% +$684K 0.25% 84
2017
Q3 		$1.37M Sell
9,898
-2,457
-20% -$342K 0.17% 127
2017
Q2 		$1.82M Hold
12,355
– – 0.2% 111
2017
Q1 		$2.06M Sell
12,355
-1,003
-8% -$168K 0.23% 99
2016
Q4 		$2.12M Sell
13,358
-7,532
-36% -$1.15M 0.27% 92
2016
Q3 		$3.17M Hold
20,890
– – 0.41% 59
2016
Q2 		$3.03M Sell
20,890
-15,826
-43% -$2.27M 0.42% 59
2016
Q1 		$5.32M Buy
36,716
+5,917
+19% +$756K 0.53% 56
2015
Q4 		$4.05M Buy
+30,799
New +$4.14M 0.41% 74
2015
Q2 		$5.09M Hold
32,716
– – 0.49% 62
2015
Q1 		$5.02M Hold
32,716
– – 0.48% 59
2014
Q4 		$5.02M Sell
32,716
-6,590
-17% -$1.05M 0.48% 62
2014
Q3 		$7.13M Sell
39,306
-2,584
-6% -$471K 0.71% 35
2014
Q2 		$7.26M Hold
41,890
– – 0.68% 36
2014
Q1 		$7.71M Sell
41,890
-2,919
-7% -$514K 0.77% 31
2013
Q4 		$8.04M Sell
44,809
-2,891
-6% -$499K 0.79% 31
2013
Q3 		$8.45M Sell
47,700
-14,144
-23% -$2.57M 0.88% 29
2013
Q2 		$11.3M Buy
+61,844
New +$12M 1.16% 20

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
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
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

British Steel Pension Fund's IBM Position: Q1 2020 in Review

British Steel Pension Fund sold out of IBM (IBM) in Q1 2020, closing a stake of 808 shares — an estimated $103K sold.

British Steel Pension Fund first reported a position in IBM in Q2 2013 and held it in 25 quarters. The position peaked at $11.3M in Q2 2013. 1,973 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

  • British Steel Pension Fund reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
  • British Steel Pension Fund sold 808 IBM shares in Q1 2020, an estimated $103K.
  • British Steel Pension Fund first reported a position in IBM in Q2 2013 and held it in 25 quarters.
  • British Steel Pension Fund's IBM position peaked at $11.3M in Q2 2013.
  • 1,973 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.