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Endex Capital Management’s IBM IBM Stock Holding History

Endex Capital 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
2013
Q4 		$921K Hold
5,138
– – 0.86% 25
2013
Q3 		$910K Hold
5,138
– – 0.93% 23
2013
Q2 		$939K Buy
+5,138
New +$1M 1% 22

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Endex Capital Management's IBM Position: Q4 2013 in Review

Endex Capital Management held its IBM (IBM) position steady in Q4 2013 at 5,138 shares worth $921K. The position accounts for 0.86% of the portfolio, ranked #25.

Endex Capital Management first reported a position in IBM in Q2 2013 and has held it in 3 quarters since. The position peaked at $939K in Q2 2013. 1,756 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

  • Endex Capital Management held 5,138 shares of IBM worth $921K as of Q4 2013.
  • Endex Capital Management left its IBM share count unchanged in Q4 2013.
  • IBM made up 0.86% of Endex Capital Management's portfolio in Q4 2013, its #25 holding.
  • Endex Capital Management first reported a position in IBM in Q2 2013 and has held it in 3 quarters since.
  • Endex Capital Management's IBM position peaked at $939K in Q2 2013.
  • 1,756 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.