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CEDRUS’s IBM IBM Stock Holding History

CEDRUS’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
Q3 		$256K Sell
1,157
-716
-38% -$140K 0.09% 154
2024
Q2 		$324K Sell
1,873
-129
-6% -$22.4K 0.16% 114
2024
Q1 		$382K Sell
2,002
-579
-22% -$106K 0.21% 87
2023
Q4 		$422K Sell
2,581
-517
-17% -$78.1K 0.26% 75
2023
Q3 		$435K Buy
3,098
+79
+3% +$11.2K 0.31% 66
2023
Q2 		$404K Buy
3,019
+45
+2% +$5.81K 0.29% 69
2023
Q1 		$390K Buy
2,974
+303
+11% +$40.5K 0.27% 79
2022
Q4 		$376K Buy
2,671
+982
+58% +$135K 0.3% 72
2022
Q3 		$201K Buy
+1,689
New +$222K 0.19% 126

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $609B AUM 40.19% 1-Year Est. Return

CEDRUS's IBM Position: Q3 2024 in Review

CEDRUS reduced its IBM (IBM) stake by 38% in Q3 2024, selling an estimated $140K and leaving 1,157 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #154.

CEDRUS first reported a position in IBM in Q3 2022 and has held it in 9 quarters since. The position peaked at $435K in Q3 2023. 2,933 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • CEDRUS held 1,157 shares of IBM worth $256K as of Q3 2024.
  • CEDRUS sold 716 IBM shares in Q3 2024, an estimated $140K.
  • IBM made up 0.09% of CEDRUS's portfolio in Q3 2024, its #154 holding.
  • CEDRUS first reported a position in IBM in Q3 2022 and has held it in 9 quarters since.
  • CEDRUS's IBM position peaked at $435K in Q3 2023.
  • 2,933 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.