JDC-JSC’s IBM IBM Stock Holding History

JDC-JSC’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 Q3	$548K	Sell	4,707 -2,092	-31%	-$246K	2.63%	14
2020 Q2	$785K	Buy	6,799 +1,046	+18%	+$121K	1.28%	9
2020 Q1	$610K	Buy	+5,753	New	+$728K	2.66%	16

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JDC-JSC's IBM Position: Q3 2020 in Review

JDC-JSC reduced its IBM (IBM) stake by 31% in Q3 2020, selling an estimated $246K and leaving 4,707 shares worth $548K. The position accounts for 2.63% of the portfolio, ranked #14.

JDC-JSC first reported a position in IBM in Q1 2020 and has held it in 3 quarters since. The position peaked at $785K in Q2 2020. 1,992 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

JDC-JSC held 4,707 shares of IBM worth $548K as of Q3 2020.
JDC-JSC sold 2,092 IBM shares in Q3 2020, an estimated $246K.
IBM made up 2.63% of JDC-JSC's portfolio in Q3 2020, its #14 holding.
JDC-JSC first reported a position in IBM in Q1 2020 and has held it in 3 quarters since.
JDC-JSC's IBM position peaked at $785K in Q2 2020.
1,992 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on JDC-JSC's 13F filing for Q3 2020, filed 3 Nov 2020.