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Kiwi Wealth Investments Limited Partnership’s IBM IBM Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q3 		– Sell
-39,689
Closed -$5.31M – 111
2023
Q2 		$5.31M Hold
39,689
– – 0.33% 79
2023
Q1 		$5.2M Hold
39,689
– – 0.34% 84
2022
Q4 		$5.59M Buy
+39,689
New +$5.47M 0.37% 71
2020
Q2 		– Sell
-68,887
Closed -$7.31M – 222
2020
Q1 		$7.31M Buy
+68,887
New +$8.71M 0.73% 41
2019
Q2 		– Sell
-29,316
Closed -$3.96M – 191
2019
Q1 		$3.96M Sell
29,316
-15,944
-35% -$2.03M 0.36% 89
2018
Q4 		$4.92M Buy
45,260
+3,660
+9% +$439K 0.52% 60
2018
Q3 		$6.01M Sell
41,600
-1,060
-2% -$148K 0.57% 48
2018
Q2 		$5.7M Buy
42,660
+2,256
+6% +$315K 0.54% 53
2018
Q1 		$5.93M Buy
40,404
+24,616
+156% +$3.72M 0.58% 55
2017
Q4 		$2.32M Sell
15,788
-23,622
-60% -$3.43M 0.25% 95
2017
Q3 		$5.47M Buy
+39,410
New +$5.49M 0.66% 46
2015
Q4 		– Sell
-27,305
Closed -$3.78M – 111
2015
Q3 		$3.78M Sell
27,305
-57,972
-68% -$8.56M 0.44% 62
2015
Q2 		$13.3M Buy
+85,277
New +$13.7M 1.41% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's IBM Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of IBM (IBM) in Q3 2023, closing a stake of 39,689 shares — an estimated $5.31M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in IBM in Q2 2015 and held it in 13 quarters. The position peaked at $13.3M in Q2 2015. 2,461 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 39,689 IBM shares in Q3 2023, an estimated $5.31M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in IBM in Q2 2015 and held it in 13 quarters.
  • Kiwi Wealth Investments Limited Partnership's IBM position peaked at $13.3M in Q2 2015.
  • 2,461 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.