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Hayden Royal’s IBM IBM Stock Holding History

Hayden Royal’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
-2,314
Closed -$324K – 136
2021
Q2 		$324K Buy
2,314
+2
+0.1% +$273 0.18% 133
2021
Q1 		$294K Buy
+2,312
New +$277K 0.17% 131
2020
Q4 		– Sell
-4,326
Closed -$503K – 506
2020
Q3 		$503K Sell
4,326
-474
-10% -$55.8K 0.27% 92
2020
Q2 		$554K Sell
4,800
-3,907
-45% -$454K 0.31% 71
2020
Q1 		$923K Buy
8,707
+272
+3% +$34.4K 0.54% 44
2019
Q4 		$1.23M Buy
8,435
+4,050
+92% +$526K 0.62% 37
2019
Q3 		$610K Buy
+4,385
New +$591K 0.54% 63
2019
Q1 		– Sell
-3,313
Closed -$360K – 158
2018
Q4 		$360K Buy
+3,313
New +$398K 0.18% 121

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Hayden Royal's IBM Position: Q3 2021 in Review

Hayden Royal sold out of IBM (IBM) in Q3 2021, closing a stake of 2,314 shares — an estimated $324K sold.

Hayden Royal first reported a position in IBM in Q4 2018 and held it in 8 quarters. The position peaked at $1.23M in Q4 2019. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

  • Hayden Royal reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
  • Hayden Royal sold 2,314 IBM shares in Q3 2021, an estimated $324K.
  • Hayden Royal first reported a position in IBM in Q4 2018 and held it in 8 quarters.
  • Hayden Royal's IBM position peaked at $1.23M in Q4 2019.
  • 2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.