Eight 31 Financial’s IBM IBM Stock Holding History

Eight 31 Financial’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	-1,711	Closed	-$296K	–	71
2024 Q2	$296K	Buy	+1,711	New	+$297K	0.23%	56

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Eight 31 Financial's IBM Position: Q3 2024 in Review

Eight 31 Financial sold out of IBM (IBM) in Q3 2024, closing a stake of 1,711 shares — an estimated $296K sold.

Eight 31 Financial first reported a position in IBM in Q2 2024 and held it in 1 quarter. The position peaked at $296K in Q2 2024. 2,936 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

Eight 31 Financial reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
Eight 31 Financial sold 1,711 IBM shares in Q3 2024, an estimated $296K.
Eight 31 Financial first reported a position in IBM in Q2 2024 and held it in 1 quarter.
Eight 31 Financial's IBM position peaked at $296K in Q2 2024.
2,936 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Eight 31 Financial's 13F filing for Q3 2024, filed 14 Nov 2024.