JIM
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Jupiter Investment Management’s IBM IBM Stock Holding History

Jupiter Investment Management’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 		$1.09M Buy
9,424
+556
+6% +$64.6K 0.02% 278
2020
Q1 		$940K Sell
8,868
-366,439
-98% -$46.3M 0.02% 250
2019
Q4 		$48.1M Buy
375,307
+289,646
+338% +$37.6M 0.67% 40
2019
Q3 		$11.9M Buy
85,661
+58,563
+216% +$7.9M 0.15% 154
2019
Q2 		$3.57M Buy
27,098
+5,162
+24% +$678K 0.04% 209
2019
Q1 		$2.96M Sell
21,936
-28,484
-56% -$3.63M 0.03% 203
2018
Q4 		$5.48M Buy
50,420
+43,862
+669% +$5.26M 0.05% 168
2018
Q3 		$948K Buy
6,558
+2,948
+82% +$412K 0.01% 282
2018
Q2 		$482K Buy
+3,610
New +$503K ﹤0.01% 324
2018
Q1 		– Sell
-43,042
Closed -$6.31M – 398
2017
Q4 		$6.31M Buy
43,042
+35,806
+495% +$5.21M 0.06% 175
2017
Q3 		$1M Buy
+7,236
New +$1.01M 0.01% 225
2016
Q4 		– Sell
-2,125
Closed -$322K – 399
2016
Q3 		$322K Sell
2,125
-2,768
-57% -$420K 0.01% 303
2016
Q2 		$710K Sell
4,893
-70,508
-94% -$10.1M 0.01% 315
2016
Q1 		$10.9M Buy
75,401
+68,469
+988% +$8.75M 0.22% 122
2015
Q4 		$912K Buy
6,932
+5,714
+469% +$768K 0.02% 188
2015
Q3 		$168K Buy
+1,218
New +$180K ﹤0.01% 293
2015
Q1 		– Sell
-8,996
Closed -$1.38M – 375
2014
Q4 		$1.38M Sell
8,996
-885
-9% -$141K 0.05% 241
2014
Q3 		$1.79M Sell
9,881
-57,939
-85% -$10.6M 0.09% 184
2014
Q2 		$11.8M Buy
67,820
+63,580
+1,500% +$11.4M 0.66% 50
2014
Q1 		$780K Sell
4,240
-5,194
-55% -$914K 0.05% 248
2013
Q4 		$1.69M Sell
9,434
-63,496
-87% -$10.9M 0.14% 179
2013
Q3 		$12.9M Sell
72,930
-1,974
-3% -$359K 1.23% 9
2013
Q2 		$13.7M Buy
+74,904
New +$14.6M 1.65% 2

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

Jupiter Investment Management's IBM Position: Q2 2020 in Review

Jupiter Investment Management increased its IBM (IBM) stake by 6.3% in Q2 2020, buying an estimated $64.6K and bringing the position to 9,424 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #278.

Jupiter Investment Management first reported a position in IBM in Q2 2013 and has held it in 23 quarters since. The position peaked at $48.1M in Q4 2019. 1,993 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

  • Jupiter Investment Management held 9,424 shares of IBM worth $1.09M as of Q2 2020.
  • Jupiter Investment Management bought 556 IBM shares in Q2 2020, an estimated $64.6K.
  • IBM made up 0.02% of Jupiter Investment Management's portfolio in Q2 2020, its #278 holding.
  • Jupiter Investment Management first reported a position in IBM in Q2 2013 and has held it in 23 quarters since.
  • Jupiter Investment Management's IBM position peaked at $48.1M in Q4 2019.
  • 1,993 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.