Jasper Ridge Partners’s IBM IBM Stock Holding History

Jasper Ridge Partners’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
2017 Q4	–	Sell	-1,674	Closed	-$232K	–	76
2017 Q3	$232K	Hold	1,674	–	–	0.01%	73
2017 Q2	$246K	Hold	1,674	–	–	0.01%	78
2017 Q1	$279K	Hold	1,674	–	–	0.02%	85
2016 Q4	$266K	Hold	1,674	–	–	0.02%	84
2016 Q3	$254K	Hold	1,674	–	–	0.02%	88
2016 Q2	$243K	Hold	1,674	–	–	0.02%	83
2016 Q1	$242K	Hold	1,674	–	–	0.02%	79
2015 Q4	$220K	Hold	1,674	–	–	0.02%	78
2015 Q3	$232K	Hold	1,674	–	–	0.02%	78
2015 Q2	$260K	Hold	1,674	–	–	0.02%	81
2015 Q1	$257K	Hold	1,674	–	–	0.02%	79
2014 Q4	$257K	Hold	1,674	–	–	0.02%	75
2014 Q3	$304K	Sell	1,674 -2,170	-56%	-$395K	0.02%	95
2014 Q2	$666K	Hold	3,844	–	–	0.05%	82
2014 Q1	$707K	Hold	3,844	–	–	0.05%	79
2013 Q4	$689K	Hold	3,844	–	–	0.04%	79
2013 Q3	$681K	Sell	3,844 -1,569	-29%	-$285K	0.04%	78
2013 Q2	$989K	Buy	+5,413	New	+$1.05M	0.06%	63

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jasper Ridge Partners's IBM Position: Q4 2017 in Review

Jasper Ridge Partners sold out of IBM (IBM) in Q4 2017, closing a stake of 1,674 shares — an estimated $232K sold.

Jasper Ridge Partners first reported a position in IBM in Q2 2013 and held it in 18 quarters. The position peaked at $989K in Q2 2013. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

Jasper Ridge Partners reported no remaining IBM position as of Q4 2017 after selling out during the quarter.
Jasper Ridge Partners sold 1,674 IBM shares in Q4 2017, an estimated $232K.
Jasper Ridge Partners first reported a position in IBM in Q2 2013 and held it in 18 quarters.
Jasper Ridge Partners's IBM position peaked at $989K in Q2 2013.
1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Jasper Ridge Partners's 13F filing for Q4 2017, filed 14 Feb 2018.