Estate Counselors’s IBM IBM Stock Holding History

Estate Counselors’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 Q4	–	Sell	-12,479	Closed	-$1.66M	–	172
2021 Q3	$1.66M	Buy	12,479 +4,477	+56%	+$598K	0.21%	58
2021 Q2	$1.12M	Buy	+8,002	New	+$1.09M	0.15%	83

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Estate Counselors's IBM Position: Q4 2021 in Review

Estate Counselors sold out of IBM (IBM) in Q4 2021, closing a stake of 12,479 shares — an estimated $1.66M sold.

Estate Counselors first reported a position in IBM in Q2 2021 and held it in 2 quarters. The position peaked at $1.66M in Q3 2021. 2,351 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

Estate Counselors reported no remaining IBM position as of Q4 2021 after selling out during the quarter.
Estate Counselors sold 12,479 IBM shares in Q4 2021, an estimated $1.66M.
Estate Counselors first reported a position in IBM in Q2 2021 and held it in 2 quarters.
Estate Counselors's IBM position peaked at $1.66M in Q3 2021.
2,351 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on Estate Counselors's 13F filing for Q4 2021, filed 14 Feb 2022.