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Employers Holdings’s IBM IBM Stock Holding History

Employers Holdings’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
2021
Q1 		$1.33M Sell
10,413
-2,944
-22% -$352K 0.78% 40
2020
Q4 		$1.61M Hold
13,357
– – 0.97% 28
2020
Q3 		$1.55M Sell
13,357
-1,418
-10% -$167K 1.05% 23
2020
Q2 		$1.71M Buy
14,775
+115
+0.8% +$13.4K 0.96% 26
2020
Q1 		$1.55M Sell
14,660
-1,925
-12% -$243K 1.08% 20
2019
Q4 		$2.13M Hold
16,585
– – 1.11% 21
2019
Q3 		$2.31M Buy
16,585
+10,162
+158% +$1.37M 1.19% 20
2019
Q2 		$847K Buy
+6,423
New +$844K 0.47% 79

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Employers Holdings's IBM Position: Q1 2021 in Review

Employers Holdings reduced its IBM (IBM) stake by 22% in Q1 2021, selling an estimated $352K and leaving 10,413 shares worth $1.33M. The position accounts for 0.78% of the portfolio, ranked #40.

Employers Holdings first reported a position in IBM in Q2 2019 and has held it in 8 quarters since. The position peaked at $2.31M in Q3 2019. 2,151 funds tracked by Wall St. Rank hold IBM as of Q1 2021.

  • Employers Holdings held 10,413 shares of IBM worth $1.33M as of Q1 2021.
  • Employers Holdings sold 2,944 IBM shares in Q1 2021, an estimated $352K.
  • IBM made up 0.78% of Employers Holdings's portfolio in Q1 2021, its #40 holding.
  • Employers Holdings first reported a position in IBM in Q2 2019 and has held it in 8 quarters since.
  • Employers Holdings's IBM position peaked at $2.31M in Q3 2019.
  • 2,151 funds tracked by Wall St. Rank held IBM as of Q1 2021.

Based on Employers Holdings's 13F filing for Q1 2021, filed 30 Apr 2021.