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DC Investments Management’s IBM IBM Stock Holding History

DC Investments Management’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
Q1 		– Sell
-1,516
Closed -$203K – 55
2021
Q4 		$203K Buy
+1,516
New +$190K 0.29% 51
2020
Q2 		– Sell
-4,478
Closed -$475K – 337
2020
Q1 		$475K Buy
+4,478
New +$566K 0.39% 77
2019
Q4 		– Sell
-6,438
Closed -$895K – 277
2019
Q3 		$895K Buy
6,438
+4,819
+298% +$650K 0.52% 17
2019
Q2 		$213K Buy
+1,619
New +$213K 0.12% 313
2018
Q4 		– Sell
-2,690
Closed -$389K – 274
2018
Q3 		$389K Sell
2,690
-898
-25% -$125K 0.26% 223
2018
Q2 		$479K Buy
3,588
+94
+3% +$13.1K 0.3% 225
2018
Q1 		$512K Buy
3,494
+1,464
+72% +$222K 0.34% 106
2017
Q4 		$298K Buy
+2,030
New +$295K 0.12% 230

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DC Investments Management's IBM Position: Q1 2022 in Review

DC Investments Management sold out of IBM (IBM) in Q1 2022, closing a stake of 1,516 shares — an estimated $203K sold.

DC Investments Management first reported a position in IBM in Q4 2017 and held it in 8 quarters. The position peaked at $895K in Q3 2019. 2,338 funds tracked by Wall St. Rank hold IBM as of Q1 2022.

  • DC Investments Management reported no remaining IBM position as of Q1 2022 after selling out during the quarter.
  • DC Investments Management sold 1,516 IBM shares in Q1 2022, an estimated $203K.
  • DC Investments Management first reported a position in IBM in Q4 2017 and held it in 8 quarters.
  • DC Investments Management's IBM position peaked at $895K in Q3 2019.
  • 2,338 funds tracked by Wall St. Rank held IBM as of Q1 2022.

Based on DC Investments Management's 13F filing for Q1 2022, filed 13 May 2022.