Cowen and Company’s IBM IBM Stock Holding History

Cowen and Company’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
2022 Q2	–	Sell	-15,000	Closed	-$77K	–	696
2022 Q1	$77K	Buy	+15,000	New	+$1.96M	0.01%	297
2021 Q2	–	Sell	-13,703	Closed	-$47K	–	633
2021 Q1	$47K	Buy	+13,703	New	+$1.64M	﹤0.01%	392

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cowen and Company's IBM Position: Q2 2022 in Review

Cowen and Company sold out of IBM (IBM) in Q2 2022, closing a stake of 3,400 shares — an estimated $442K sold.

Cowen and Company first reported a position in IBM in Q4 2021 and held it in 2 quarters. The position peaked at $3.15M in Q4 2021. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

Cowen and Company reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
Cowen and Company sold 3,400 IBM shares in Q2 2022, an estimated $442K.
Cowen and Company first reported a position in IBM in Q4 2021 and held it in 2 quarters.
Cowen and Company's IBM position peaked at $3.15M in Q4 2021.
2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Cowen and Company's 13F filing for Q2 2022, filed 5 Aug 2022.