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Daiwa SB Investments’s IBM IBM Stock Holding History

Daiwa SB Investments’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
2019
Q1 		$8K Sell
63
-1,788
-97% -$228K ﹤0.01% 213
2018
Q4 		$201K Buy
1,851
+198
+12% +$23.8K 0.05% 127
2018
Q3 		$239K Sell
1,653
-209
-11% -$29.2K 0.05% 119
2018
Q2 		$249K Buy
1,862
+481
+35% +$67.1K 0.06% 125
2018
Q1 		$203K Sell
1,381
-219
-14% -$33.1K 0.06% 117
2017
Q4 		$235K Sell
1,600
-199
-11% -$28.9K 0.06% 123
2017
Q3 		$250K Buy
1,799
+450
+33% +$62.7K 0.07% 113
2017
Q2 		$198K Sell
1,349
-157
-10% -$23.7K 0.05% 121
2017
Q1 		$251K Sell
1,506
-115
-7% -$19.3K 0.07% 118
2016
Q4 		$257K Buy
1,621
+62
+4% +$9.44K 0.07% 118
2016
Q3 		$237K Sell
1,559
-167
-10% -$25.3K 0.06% 121
2016
Q2 		$245K Buy
1,726
+136
+9% +$19.5K 0.07% 92
2016
Q1 		$230K Sell
1,590
-5,610
-78% -$717K 0.06% 109
2015
Q4 		$947K Sell
7,200
-763
-10% -$103K 0.22% 90
2015
Q3 		$1.1M Sell
7,963
-157
-2% -$23.2K 0.25% 101
2015
Q2 		$1.26M Sell
8,120
-1,266
-13% -$203K 0.25% 81
2015
Q1 		$1.44M Sell
9,386
-276
-3% -$41.9K 0.26% 91
2014
Q4 		$1.48M Sell
9,662
-366
-4% -$58.2K 0.24% 81
2014
Q3 		$1.82M Buy
10,028
+261
+3% +$47.5K 0.23% 94
2014
Q2 		$1.69M Buy
9,767
+74
+0.8% +$13.3K 0.21% 105
2014
Q1 		$1.78M Sell
9,693
-980
-9% -$173K 0.21% 93
2013
Q4 		$1.91M Sell
10,673
-597
-5% -$103K 0.21% 74
2013
Q3 		$2M Sell
11,270
-7,234
-39% -$1.31M 0.23% 76
2013
Q2 		$3.38M Buy
+18,504
New +$3.6M 0.57% 43

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Daiwa SB Investments's IBM Position: Q1 2019 in Review

Daiwa SB Investments reduced its IBM (IBM) stake by 97% in Q1 2019, selling an estimated $228K and leaving 63 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Daiwa SB Investments first reported a position in IBM in Q2 2013 and has held it in 24 quarters since. The position peaked at $3.38M in Q2 2013. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

  • Daiwa SB Investments held 63 shares of IBM worth $8K as of Q1 2019.
  • Daiwa SB Investments sold 1,788 IBM shares in Q1 2019, an estimated $228K.
  • IBM made up ﹤0.01% of Daiwa SB Investments's portfolio in Q1 2019, its #213 holding.
  • Daiwa SB Investments first reported a position in IBM in Q2 2013 and has held it in 24 quarters since.
  • Daiwa SB Investments's IBM position peaked at $3.38M in Q2 2013.
  • 1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Daiwa SB Investments's 13F filing for Q1 2019, filed 18 Apr 2019.