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De Burlo Group’s IBM IBM Stock Holding History

De Burlo Group’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
2017
Q2 		– Sell
-79,391
Closed -$13.2M – 105
2017
Q1 		$13.2M Sell
79,391
-471
-0.6% -$79K 2.87% 11
2016
Q4 		$12.7M Buy
79,862
+9,571
+14% +$1.46M 3.09% 6
2016
Q3 		$10.7M Buy
70,291
+21,129
+43% +$3.21M 2.96% 4
2016
Q2 		$7.13M Buy
49,162
+7,060
+17% +$1.01M 1.72% 22
2016
Q1 		$6.09M Buy
42,102
+40,533
+2,583% +$5.18M 1.76% 17
2015
Q4 		$206K Buy
+1,569
New +$211K 0.05% 101
2014
Q4 		– Sell
-2,338
Closed -$424K – 111
2014
Q3 		$424K Sell
2,338
-78
-3% -$14.2K 0.09% 82
2014
Q2 		$419K Sell
2,416
-199
-8% -$35.8K 0.09% 79
2014
Q1 		$481K Buy
2,615
+209
+9% +$36.8K 0.12% 76
2013
Q4 		$431K Sell
2,406
-104
-4% -$17.9K 0.1% 79
2013
Q3 		$444K Sell
2,510
-15,690
-86% -$2.85M 0.12% 75
2013
Q2 		$3.33M Buy
+18,200
New +$3.54M 0.98% 45

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

De Burlo Group's IBM Position: Q2 2017 in Review

De Burlo Group sold out of IBM (IBM) in Q2 2017, closing a stake of 79,391 shares — an estimated $13.2M sold.

De Burlo Group first reported a position in IBM in Q2 2013 and held it in 12 quarters. The position peaked at $13.2M in Q1 2017. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

  • De Burlo Group reported no remaining IBM position as of Q2 2017 after selling out during the quarter.
  • De Burlo Group sold 79,391 IBM shares in Q2 2017, an estimated $13.2M.
  • De Burlo Group first reported a position in IBM in Q2 2013 and held it in 12 quarters.
  • De Burlo Group's IBM position peaked at $13.2M in Q1 2017.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on De Burlo Group's 13F filing for Q2 2017, filed 3 Aug 2017.