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Lloyds Banking Group’s IBM IBM Stock Holding History

Lloyds Banking Group’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
2014
Q4 		– Sell
-13,163
Closed -$1.21M – 222
2014
Q3 		$1.21M Buy
13,163
+12,706
+2,780% +$2.31M 0.33% 86
2014
Q2 		$45K Sell
457
-577,165
-100% -$104M 0.01% 437
2014
Q1 		$106M Buy
577,622
+32,647
+6% +$5.75M 0.95% 19
2013
Q4 		$97.7M Buy
544,975
+37,768
+7% +$6.51M 0.88% 22
2013
Q3 		$89.8M Buy
507,207
+3,441
+0.7% +$625K 0.92% 24
2013
Q2 		$92M Buy
+503,766
New +$98.1M 0.96% 25

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lloyds Banking Group's IBM Position: Q4 2014 in Review

Lloyds Banking Group sold out of IBM (IBM) in Q4 2014, closing a stake of 13,163 shares — an estimated $1.21M sold.

Lloyds Banking Group first reported a position in IBM in Q2 2013 and held it in 6 quarters. The position peaked at $106M in Q1 2014. 1,749 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

  • Lloyds Banking Group reported no remaining IBM position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 13,163 IBM shares in Q4 2014, an estimated $1.21M.
  • Lloyds Banking Group first reported a position in IBM in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's IBM position peaked at $106M in Q1 2014.
  • 1,749 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.