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M&G Investment Management’s IBM IBM Stock Holding History

M&G 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
2023
Q4 		$20.4M Sell
124,349
-7,949
-6% -$1.2M 0.07% 126
2023
Q3 		$18.5M Buy
132,298
+1,302
+1% +$185K 0.08% 138
2023
Q2 		$17.6M Buy
130,996
+123,343
+1,612% +$15.9M 0.07% 143
2023
Q1 		$1M Sell
7,653
-3,495
-31% -$468K ﹤0.01% 302
2022
Q4 		$1.57M Sell
11,148
-1,397
-11% -$193K 0.01% 305
2022
Q3 		$1.49K Buy
12,545
+6,354
+103% +$834K 0.01% 265
2022
Q2 		$873 Buy
6,191
+1,588
+34% +$214K 0.01% 361
2022
Q1 		$598 Buy
4,603
+1,838
+66% +$240K ﹤0.01% 384
2021
Q4 		$371 Sell
2,765
-374,650
-99% -$47M ﹤0.01% 428
2021
Q3 		$50.2K Buy
377,415
+200,180
+113% +$26.8M 0.12% 109
2021
Q2 		$24.9K Buy
177,235
+173,732
+4,960% +$23.8M 0.06% 168
2021
Q1 		$445 Sell
3,503
-2,336
-40% -$280K ﹤0.01% 380
2020
Q4 		$703 Sell
5,839
-2,750
-32% -$318K ﹤0.01% 350
2020
Q3 		$1M Sell
8,589
-282
-3% -$33.2K 0.01% 293
2020
Q2 		$1.03M Sell
8,871
-1,175
-12% -$136K 0.01% 298
2020
Q1 		$1.07M Sell
10,046
-4,096
-29% -$518K 0.01% 280
2019
Q4 		$1.81M Buy
+14,142
New +$1.84M 0.02% 276

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

M&G Investment Management's IBM Position: Q4 2023 in Review

M&G Investment Management reduced its IBM (IBM) stake by 6% in Q4 2023, selling an estimated $1.2M and leaving 124,349 shares worth $20.4M. The position accounts for 0.07% of the portfolio, ranked #126.

M&G Investment Management first reported a position in IBM in Q4 2019 and has held it in 17 quarters since. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • M&G Investment Management held 124,349 shares of IBM worth $20.4M as of Q4 2023.
  • M&G Investment Management sold 7,949 IBM shares in Q4 2023, an estimated $1.2M.
  • IBM made up 0.07% of M&G Investment Management's portfolio in Q4 2023, its #126 holding.
  • M&G Investment Management first reported a position in IBM in Q4 2019 and has held it in 17 quarters since.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.