IRF
Z icon

IBM Retirement Fund’s Zillow Z Stock Holding History

IBM Retirement Fund’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,658
Closed -$411K – 714
2021
Q3 		$411K Hold
4,658
– – 0.03% 471
2021
Q2 		$569K Sell
4,658
-303
-6% -$36.9K 0.04% 384
2021
Q1 		$643K Sell
4,961
-251
-5% -$37.2K 0.05% 363
2020
Q4 		$677K Buy
5,212
+678
+15% +$75K 0.05% 346
2020
Q3 		$461K Buy
+4,534
New +$354K 0.04% 382
2017
Q1 		– Sell
-8,023
Closed -$293K – 757
2016
Q4 		$293K Sell
8,023
-1,483
-16% -$52.3K 0.01% 784
2016
Q3 		$329K Sell
9,506
-848
-8% -$30.3K 0.02% 799
2016
Q2 		$376K Buy
10,354
+1,451
+16% +$40.2K 0.01% 774
2016
Q1 		$211K Sell
8,903
-12,613
-59% -$264K 0.01% 927
2015
Q4 		$505K Buy
21,516
+2,716
+14% +$71.8K 0.01% 983
2015
Q3 		$508K Buy
+18,800
New +$491K 0.01% 860

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Morgan Stanley
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return