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Cooper Investors’s IBM IBM Stock Holding History

Cooper Investors’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
2013
Q4 		– Sell
-55,988
Closed -$9.91M – 22
2013
Q3 		$9.91M Buy
55,988
+12,444
+29% +$2.26M 3.86% 16
2013
Q2 		$7.96M Buy
+43,544
New +$8.48M 4.07% 13

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Cooper Investors's IBM Position: Q4 2013 in Review

Cooper Investors sold out of IBM (IBM) in Q4 2013, closing a stake of 55,988 shares — an estimated $9.91M sold.

Cooper Investors first reported a position in IBM in Q2 2013 and held it in 2 quarters. The position peaked at $9.91M in Q3 2013. 1,756 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

  • Cooper Investors reported no remaining IBM position as of Q4 2013 after selling out during the quarter.
  • Cooper Investors sold 55,988 IBM shares in Q4 2013, an estimated $9.91M.
  • Cooper Investors first reported a position in IBM in Q2 2013 and held it in 2 quarters.
  • Cooper Investors's IBM position peaked at $9.91M in Q3 2013.
  • 1,756 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Cooper Investors's 13F filing for Q4 2013, filed 4 Apr 2025.