Fund Evaluation Group’s IBM IBM Stock Holding History

Fund Evaluation Group’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
2022 Q2	–	Sell	-1,591	Closed	-$207K	–	31
2022 Q1	$207K	Buy	+1,591	New	+$207K	0.01%	39
2018 Q4	–	Sell	-13,160	Closed	-$1.9M	–	52
2018 Q3	$1.9M	Sell	13,160 -1,464	-10%	-$205K	0.31%	26
2018 Q2	$1.95M	Buy	14,624 +5,800	+66%	+$809K	0.31%	29
2018 Q1	$1.29M	Hold	8,824	–	–	0.14%	57
2017 Q4	$1.29M	Buy	+8,824	New	+$1.28M	0.14%	63

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fund Evaluation Group's IBM Position: Q2 2022 in Review

Fund Evaluation Group sold out of IBM (IBM) in Q2 2022, closing a stake of 1,591 shares — an estimated $207K sold.

Fund Evaluation Group first reported a position in IBM in Q4 2017 and held it in 5 quarters. The position peaked at $1.95M in Q2 2018. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

Fund Evaluation Group reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
Fund Evaluation Group sold 1,591 IBM shares in Q2 2022, an estimated $207K.
Fund Evaluation Group first reported a position in IBM in Q4 2017 and held it in 5 quarters.
Fund Evaluation Group's IBM position peaked at $1.95M in Q2 2018.
2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Fund Evaluation Group's 13F filing for Q2 2022, filed 10 Aug 2022.