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Davis Selected Advisers’s IBM IBM Stock Holding History

Davis Selected Advisers’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
2016
Q2 		– Sell
-21,096
Closed -$3.05M – 149
2016
Q1 		$3.05M Buy
21,096
+876
+4% +$112K 0.01% 143
2015
Q4 		$2.66M Sell
20,220
-448
-2% -$60.2K 0.01% 162
2015
Q3 		$2.86M Sell
20,668
-657
-3% -$97K 0.01% 163
2015
Q2 		$3.32M Sell
21,325
-473
-2% -$76K 0.01% 161
2015
Q1 		$3.35M Buy
21,798
+83
+0.4% +$12.6K 0.01% 159
2014
Q4 		$3.33M Sell
21,715
-2,478,171
-99% -$394M 0.01% 168
2014
Q3 		$454M Buy
2,499,886
+2,477,231
+10,935% +$451M 1.41% 23
2014
Q2 		$3.93M Buy
22,655
+756
+3% +$136K 0.01% 160
2014
Q1 		$4.03M Buy
21,899
+1,936
+10% +$341K 0.01% 153
2013
Q4 		$3.58M Buy
19,963
+137
+0.7% +$23.6K 0.01% 163
2013
Q3 		$3.51M Sell
19,826
-726,587
-97% -$132M 0.01% 163
2013
Q2 		$136M Buy
+746,413
New +$145M 0.35% 52

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return