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IBM Retirement Fund’s Peloton Interactive PTON Stock Holding History

IBM Retirement Fund’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,278
Closed -$459K – 672
2021
Q3 		$459K Hold
5,278
– – 0.04% 441
2021
Q2 		$655K Buy
5,278
+90
+2% +$9.58K 0.05% 333
2021
Q1 		$583K Sell
5,188
-153
-3% -$20.3K 0.04% 395
2020
Q4 		$810K Buy
5,341
+2,165
+68% +$264K 0.06% 303
2020
Q3 		$315K Buy
+3,176
New +$234K 0.03% 507

Other funds holding PTON

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IBM Retirement Fund's PTON Position: Q4 2021 in Review

IBM Retirement Fund sold out of Peloton Interactive (PTON) in Q4 2021, closing a stake of 5,278 shares — an estimated $459K sold.

IBM Retirement Fund first reported a position in PTON in Q3 2020 and held it in 5 quarters. The position peaked at $810K in Q4 2020. 575 funds tracked by Wall St. Rank hold PTON as of Q4 2021.

  • IBM Retirement Fund reported no remaining Peloton Interactive position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 5,278 Peloton Interactive shares in Q4 2021, an estimated $459K.
  • IBM Retirement Fund first reported a position in Peloton Interactive in Q3 2020 and held it in 5 quarters.
  • IBM Retirement Fund's Peloton Interactive position peaked at $810K in Q4 2020.
  • 575 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.