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Essex Investment Management’s IBM IBM Stock Holding History

Essex Investment 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
2023
Q1 		– Sell
-11,529
Closed -$1.62M – 405
2022
Q4 		$1.62M Buy
+11,529
New +$1.59M 0.25% 120
2022
Q3 		– Sell
-9,187
Closed -$1.3M – 420
2022
Q2 		$1.3M Sell
9,187
-384
-4% -$51.8K 0.21% 146
2022
Q1 		$1.24M Buy
+9,571
New +$1.25M 0.16% 200
2017
Q3 		– Sell
-20,579
Closed -$3.03M – 367
2017
Q2 		$3.03M Buy
20,579
+7,044
+52% +$1.06M 0.43% 58
2017
Q1 		$2.25M Buy
13,535
+11,580
+592% +$1.94M 0.35% 73
2016
Q4 		$310K Buy
+1,955
New +$298K 0.05% 291
2013
Q4 		– Sell
-1,511
Closed -$268K – 372
2013
Q3 		$268K Hold
1,511
– – 0.04% 313
2013
Q2 		$276K Buy
+1,511
New +$294K 0.05% 282

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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Essex Investment Management's IBM Position: Q1 2023 in Review

Essex Investment Management sold out of IBM (IBM) in Q1 2023, closing a stake of 11,529 shares — an estimated $1.62M sold.

Essex Investment Management first reported a position in IBM in Q2 2013 and held it in 8 quarters. The position peaked at $3.03M in Q2 2017. 2,393 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

  • Essex Investment Management reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
  • Essex Investment Management sold 11,529 IBM shares in Q1 2023, an estimated $1.62M.
  • Essex Investment Management first reported a position in IBM in Q2 2013 and held it in 8 quarters.
  • Essex Investment Management's IBM position peaked at $3.03M in Q2 2017.
  • 2,393 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Essex Investment Management's 13F filing for Q1 2023, filed 4 May 2023.