CSMF
IBM icon

Charles Stewart Mott Foundation’s IBM IBM Stock Holding History

Charles Stewart Mott Foundation’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
2015
Q4 		– Sell
-3,975
Closed -$551K – 41
2015
Q3 		$551K Buy
+3,975
New +$587K 0.62% 29

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Charles Stewart Mott Foundation's IBM Position: Q4 2015 in Review

Charles Stewart Mott Foundation sold out of IBM (IBM) in Q4 2015, closing a stake of 3,975 shares — an estimated $551K sold.

Charles Stewart Mott Foundation first reported a position in IBM in Q3 2015 and held it in 1 quarter. The position peaked at $551K in Q3 2015. 1,736 funds tracked by Wall St. Rank hold IBM as of Q4 2015.

  • Charles Stewart Mott Foundation reported no remaining IBM position as of Q4 2015 after selling out during the quarter.
  • Charles Stewart Mott Foundation sold 3,975 IBM shares in Q4 2015, an estimated $551K.
  • Charles Stewart Mott Foundation first reported a position in IBM in Q3 2015 and held it in 1 quarter.
  • Charles Stewart Mott Foundation's IBM position peaked at $551K in Q3 2015.
  • 1,736 funds tracked by Wall St. Rank held IBM as of Q4 2015.

Based on Charles Stewart Mott Foundation's 13F filing for Q4 2015, filed 16 Feb 2016.