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IberiaBank’s IBM IBM Stock Holding History

IberiaBank’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
2020
Q2 		$265K Buy
2,292
+249
+12% +$28.9K 0.03% 189
2020
Q1 		$217K Buy
2,043
+3
+0.1% +$379 0.03% 197
2019
Q4 		$261K Buy
+2,040
New +$265K 0.03% 207
2019
Q2 		– Sell
-1,676
Closed -$226K – 260
2019
Q1 		$226K Buy
+1,676
New +$214K 0.03% 229
2018
Q4 		– Sell
-1,964
Closed -$284K – 272
2018
Q3 		$284K Buy
1,964
+416
+27% +$58.1K 0.04% 233
2018
Q2 		$207K Sell
1,548
-299
-16% -$41.7K 0.04% 206
2018
Q1 		$271K Sell
1,847
-776
-30% -$117K 0.05% 190
2017
Q4 		$396K Sell
2,623
-735
-22% -$107K 0.06% 183
2017
Q3 		$469K Buy
3,358
+1,666
+98% +$232K 0.08% 164
2017
Q2 		$249K Buy
1,692
+155
+10% +$23.4K 0.07% 149
2017
Q1 		$256K Sell
1,537
-781
-34% -$131K 0.08% 157
2016
Q4 		$368K Buy
+2,318
New +$353K 0.13% 118
2015
Q4 		– Sell
-1,511
Closed -$209K – 168
2015
Q3 		$209K Buy
1,511
+51
+3% +$7.53K 0.11% 148
2015
Q2 		$227K Sell
1,460
-53
-4% -$8.52K 0.1% 165
2015
Q1 		$232K Buy
+1,513
New +$229K 0.1% 171
2014
Q4 		– Sell
-1,342
Closed -$244K – 170
2014
Q3 		$244K Buy
1,342
+39
+3% +$7.11K 0.14% 131
2014
Q2 		$226K Buy
+1,303
New +$235K 0.13% 161
2013
Q4 		– Sell
-2,060
Closed -$365K – 144
2013
Q3 		$365K Buy
2,060
+53
+3% +$9.63K 0.24% 101
2013
Q2 		$367K Buy
+2,007
New +$391K 0.28% 93

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IberiaBank's IBM Position: Q2 2020 in Review

IberiaBank increased its IBM (IBM) stake by 12% in Q2 2020, buying an estimated $28.9K and bringing the position to 2,292 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #189.

IberiaBank first reported a position in IBM in Q2 2013 and has held it in 19 quarters since. The position peaked at $469K in Q3 2017. 1,994 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

  • IberiaBank held 2,292 shares of IBM worth $265K as of Q2 2020.
  • IberiaBank bought 249 IBM shares in Q2 2020, an estimated $28.9K.
  • IBM made up 0.03% of IberiaBank's portfolio in Q2 2020, its #189 holding.
  • IberiaBank first reported a position in IBM in Q2 2013 and has held it in 19 quarters since.
  • IberiaBank's IBM position peaked at $469K in Q3 2017.
  • 1,994 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.