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Lawrence B. Cohen’s IBM IBM Stock Holding History

Lawrence B. Cohen’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
2019
Q4 		– Sell
-1,525
Closed -$212K – 78
2019
Q3 		$212K Buy
+1,525
New +$206K 0.14% 72
2017
Q1 		– Sell
-1,276
Closed -$203K – 75
2016
Q4 		$203K Sell
1,276
-1,065
-45% -$162K 0.12% 74
2016
Q3 		$356K Sell
2,341
-282
-11% -$42.8K 0.21% 59
2016
Q2 		$381K Sell
2,623
-142
-5% -$20.3K 0.23% 59
2016
Q1 		$400K Sell
2,765
-418
-13% -$53.4K 0.26% 55
2015
Q4 		$419K Sell
3,183
-575
-15% -$77.3K 0.28% 53
2015
Q3 		$521K Buy
3,758
+392
+12% +$57.9K 0.36% 48
2015
Q2 		$523K Sell
3,366
-58
-2% -$9.32K 0.33% 46
2015
Q1 		$525K Sell
3,424
-209
-6% -$31.7K 0.32% 46
2014
Q4 		$557K Sell
3,633
-141
-4% -$22.4K 0.34% 47
2014
Q3 		$685K Sell
3,774
-802
-18% -$146K 0.45% 39
2014
Q2 		$793K Sell
4,576
-685
-13% -$123K 0.52% 39
2014
Q1 		$968K Sell
5,261
-845
-14% -$149K 0.67% 33
2013
Q4 		$1.09M Sell
6,106
-706
-10% -$122K 0.78% 32
2013
Q3 		$1.21M Buy
6,812
+257
+4% +$46.7K 0.91% 30
2013
Q2 		$1.2M Buy
+6,555
New +$1.28M 0.88% 30

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lawrence B. Cohen's IBM Position: Q4 2019 in Review

Lawrence B. Cohen sold out of IBM (IBM) in Q4 2019, closing a stake of 1,525 shares — an estimated $212K sold.

Lawrence B. Cohen first reported a position in IBM in Q2 2013 and held it in 16 quarters. The position peaked at $1.21M in Q3 2013. 2,076 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

  • Lawrence B. Cohen reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
  • Lawrence B. Cohen sold 1,525 IBM shares in Q4 2019, an estimated $212K.
  • Lawrence B. Cohen first reported a position in IBM in Q2 2013 and held it in 16 quarters.
  • Lawrence B. Cohen's IBM position peaked at $1.21M in Q3 2013.
  • 2,076 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Lawrence B. Cohen's 13F filing for Q4 2019, filed 27 Jan 2020.