Enlightenment Research’s IBM IBM Stock Holding History

Enlightenment Research’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 Q3	–	Sell	-2,923	Closed	-$410K	–	165
2021 Q2	$410K	Sell	2,923 -321	-10%	-$43.9K	0.52%	55
2021 Q1	$413K	Buy	+3,244	New	+$388K	0.5%	57
2020 Q2	–	Sell	-8,786	Closed	-$1.09M	–	141
2020 Q1	$1.09M	Buy	+8,786	New	+$1.11M	1.16%	12
2019 Q3	–	Sell	-2,824	Closed	-$379K	–	179
2019 Q2	$379K	Buy	+2,824	New	+$371K	0.19%	142
2019 Q1	–	Sell	-3,012	Closed	-$327K	–	366
2018 Q4	$327K	Buy	+3,012	New	+$362K	0.41%	48

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Enlightenment Research's IBM Position: Q3 2021 in Review

Enlightenment Research sold out of IBM (IBM) in Q3 2021, closing a stake of 2,923 shares — an estimated $410K sold.

Enlightenment Research first reported a position in IBM in Q4 2018 and held it in 5 quarters. The position peaked at $1.09M in Q1 2020. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

Enlightenment Research reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
Enlightenment Research sold 2,923 IBM shares in Q3 2021, an estimated $410K.
Enlightenment Research first reported a position in IBM in Q4 2018 and held it in 5 quarters.
Enlightenment Research's IBM position peaked at $1.09M in Q1 2020.
2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Enlightenment Research's 13F filing for Q3 2021, filed 15 Nov 2021.