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Darrell & King’s IBM IBM Stock Holding History

Darrell & King’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
2018
Q4 		– Sell
-235,804
Closed -$34.1M – 56
2018
Q3 		$34.1M Sell
235,804
-188
-0.1% -$26.3K 4.84% 9
2018
Q2 		$31.5M Sell
235,992
-2,044
-0.9% -$285K 4.54% 15
2018
Q1 		$34.9M Buy
238,036
+10,772
+5% +$1.63M 4.96% 10
2017
Q4 		$33.3M Buy
+227,264
New +$33M 4.59% 16
2017
Q2 		– Sell
-1,454
Closed -$242K – 55
2017
Q1 		$242K Buy
1,454
+94
+7% +$15.8K 0.04% 45
2016
Q4 		$216K Hold
1,360
– – 0.03% 47
2016
Q3 		$207K Buy
+1,360
New +$206K 0.04% 44
2016
Q2 		– Sell
-2,643
Closed -$383K – 53
2016
Q1 		$383K Sell
2,643
-3,607
-58% -$461K 0.07% 35
2015
Q4 		$822K Buy
+6,250
New +$840K 0.14% 29

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Darrell & King's IBM Position: Q4 2018 in Review

Darrell & King sold out of IBM (IBM) in Q4 2018, closing a stake of 235,804 shares — an estimated $34.1M sold.

Darrell & King first reported a position in IBM in Q4 2015 and held it in 9 quarters. The position peaked at $34.9M in Q1 2018. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

  • Darrell & King reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
  • Darrell & King sold 235,804 IBM shares in Q4 2018, an estimated $34.1M.
  • Darrell & King first reported a position in IBM in Q4 2015 and held it in 9 quarters.
  • Darrell & King's IBM position peaked at $34.9M in Q1 2018.
  • 1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Darrell & King's 13F filing for Q4 2018, filed 14 Feb 2019.