Magnetar Financial’s IBM IBM Stock Holding History

Magnetar Financial’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
2015 Q4	–	Sell	-104,600	Closed	-$14.5M	–	416
2015 Q3	$14.5M	Buy	+104,600	New	+$15.4M	0.2%	80

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Magnetar Financial's IBM Position: Q4 2022 in Review

Magnetar Financial sold out of IBM (IBM) in Q4 2022, closing a stake of 2,749 shares — an estimated $327K sold.

Magnetar Financial first reported a position in IBM in Q3 2014 and held it in 15 quarters. The position peaked at $2.85M in Q4 2017. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

Magnetar Financial reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
Magnetar Financial sold 2,749 IBM shares in Q4 2022, an estimated $327K.
Magnetar Financial first reported a position in IBM in Q3 2014 and held it in 15 quarters.
Magnetar Financial's IBM position peaked at $2.85M in Q4 2017.
2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Magnetar Financial's 13F filing for Q4 2022, filed 14 Feb 2023.