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Desjardins Global Asset Management’s IBM IBM Stock Holding History

Desjardins Global Asset 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
2023
Q4 		$644K Buy
3,940
+54
+1% +$8.16K 0.07% 217
2023
Q3 		$545K Buy
3,886
+82
+2% +$11.7K 0.06% 247
2023
Q2 		$509K Sell
3,804
-278
-7% -$35.9K 0.06% 284
2023
Q1 		$535K Buy
+4,082
New +$546K 0.07% 236
2022
Q3 		– Sell
-67,161
Closed -$9.48M – 479
2022
Q2 		$9.48M Buy
+67,161
New +$9.06M 1.24% 9

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Desjardins Global Asset Management's IBM Position: Q4 2023 in Review

Desjardins Global Asset Management increased its IBM (IBM) stake by 1.4% in Q4 2023, buying an estimated $8.16K and bringing the position to 3,940 shares worth $644K. The position accounts for 0.07% of the portfolio, ranked #217.

Desjardins Global Asset Management first reported a position in IBM in Q2 2022 and has held it in 5 quarters since. The position peaked at $9.48M in Q2 2022. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Desjardins Global Asset Management held 3,940 shares of IBM worth $644K as of Q4 2023.
  • Desjardins Global Asset Management bought 54 IBM shares in Q4 2023, an estimated $8.16K.
  • IBM made up 0.07% of Desjardins Global Asset Management's portfolio in Q4 2023, its #217 holding.
  • Desjardins Global Asset Management first reported a position in IBM in Q2 2022 and has held it in 5 quarters since.
  • Desjardins Global Asset Management's IBM position peaked at $9.48M in Q2 2022.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.