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EHP Funds Inc’s IBM IBM Stock Holding History

EHP Funds Inc’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
2024
Q3 		– Sell
-3,500
Closed -$605K – 69
2024
Q2 		$605K Buy
3,500
+1,500
+75% +$261K 0.3% 23
2024
Q1 		$382K Sell
2,000
-100
-5% -$18.2K 0.16% 75
2023
Q4 		$343K Sell
2,100
-300
-13% -$45.3K 0.12% 93
2023
Q3 		$337K Sell
2,400
-2,800
-54% -$398K 0.16% 94
2023
Q2 		$696K Hold
5,200
– – 0.17% 103
2023
Q1 		$682K Buy
5,200
+1,200
+30% +$161K 0.13% 125
2022
Q4 		$564K Sell
4,000
-1,200
-23% -$166K 0.11% 121
2022
Q3 		$618K Buy
+5,200
New +$682K 0.13% 135

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EHP Funds Inc's IBM Position: Q3 2024 in Review

EHP Funds Inc sold out of IBM (IBM) in Q3 2024, closing a stake of 3,500 shares — an estimated $605K sold.

EHP Funds Inc first reported a position in IBM in Q3 2022 and held it in 8 quarters. The position peaked at $696K in Q2 2023. 2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • EHP Funds Inc reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • EHP Funds Inc sold 3,500 IBM shares in Q3 2024, an estimated $605K.
  • EHP Funds Inc first reported a position in IBM in Q3 2022 and held it in 8 quarters.
  • EHP Funds Inc's IBM position peaked at $696K in Q2 2023.
  • 2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on EHP Funds Inc's 13F filing for Q3 2024, filed 14 Nov 2024.