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GYL Financial Synergies’s IBM IBM Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$3.66M Sell
16,577
-3,962
-19% -$777K 0.28% 86
2024
Q2 		$3.55M Buy
20,539
+840
+4% +$146K 0.27% 87
2024
Q1 		$3.76M Buy
19,699
+463
+2% +$84.5K 0.3% 82
2023
Q4 		$3.15M Sell
19,236
-308
-2% -$46.5K 0.26% 91
2023
Q3 		$2.74M Buy
19,544
+7,768
+66% +$1.11M 0.27% 90
2023
Q2 		$1.58M Sell
11,776
-1,483
-11% -$191K 0.14% 131
2023
Q1 		$1.74M Buy
13,259
+8,294
+167% +$1.11M 0.21% 93
2022
Q4 		$700K Buy
4,965
+355
+8% +$49K 0.15% 98
2022
Q3 		$548K Buy
4,610
+100
+2% +$13.1K 0.15% 93
2022
Q2 		$637K Buy
4,510
+47
+1% +$6.34K 0.17% 82
2022
Q1 		$580K Sell
4,463
-30
-0.7% -$3.91K 0.14% 95
2021
Q4 		$600K Sell
4,493
-144
-3% -$18.1K 0.16% 103
2021
Q3 		$616K Buy
4,637
+297
+7% +$39.7K 0.31% 80
2021
Q2 		$608K Hold
4,340
– – 0.31% 79
2021
Q1 		$553K Sell
4,340
-4,732
-52% -$566K 0.3% 81
2020
Q4 		$1.09M Buy
9,072
+2,823
+45% +$326K 0.63% 31
2020
Q3 		$727K Buy
6,249
+609
+11% +$71.7K 0.48% 49
2020
Q2 		$651K Buy
+5,640
New +$655K 0.47% 49
2020
Q1 		– Sell
-2,130
Closed -$273K – 163
2019
Q4 		$273K Sell
2,130
-767
-26% -$99.7K 0.12% 144
2019
Q3 		$403K Buy
2,897
+1,267
+78% +$171K 0.2% 95
2019
Q2 		$215K Sell
1,630
-98
-6% -$12.9K 0.11% 148
2019
Q1 		$233K Sell
1,728
-536
-24% -$68.3K 0.13% 135
2018
Q4 		$246K Buy
+2,264
New +$272K 0.18% 112

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GYL Financial Synergies's IBM Position: Q3 2024 in Review

GYL Financial Synergies reduced its IBM (IBM) stake by 19% in Q3 2024, selling an estimated $777K and leaving 16,577 shares worth $3.66M. The position accounts for 0.28% of the portfolio, ranked #86.

GYL Financial Synergies first reported a position in IBM in Q4 2018 and has held it in 23 quarters since. The position peaked at $3.76M in Q1 2024. 2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • GYL Financial Synergies held 16,577 shares of IBM worth $3.66M as of Q3 2024.
  • GYL Financial Synergies sold 3,962 IBM shares in Q3 2024, an estimated $777K.
  • IBM made up 0.28% of GYL Financial Synergies's portfolio in Q3 2024, its #86 holding.
  • GYL Financial Synergies first reported a position in IBM in Q4 2018 and has held it in 23 quarters since.
  • GYL Financial Synergies's IBM position peaked at $3.76M in Q1 2024.
  • 2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.