KF
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Kopp Funds’s IBM IBM Stock Holding History

Kopp Funds’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
2013
Q4 		$823K Buy
+4,589
New +$791K 0.37% 52

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Kopp Funds's IBM Position: Q4 2013 in Review

Kopp Funds opened a new position in IBM (IBM) in Q4 2013: 4,589 shares worth $823K. The stake represents 0.37% of the portfolio and ranks #52 among its holdings.

1,754 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

  • Kopp Funds held 4,589 shares of IBM worth $823K as of Q4 2013.
  • IBM was a new Kopp Funds position in Q4 2013.
  • IBM made up 0.37% of Kopp Funds's portfolio in Q4 2013, its #52 holding.
  • 1,754 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Kopp Funds's 13F filing for Q4 2013, filed 21 Jan 2014.