MD Financial Management’s IBM IBM Stock Holding History

MD Financial 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
2021 Q4	–	Sell	-50	Closed	-$7K	–	311
2021 Q3	$7K	Sell	50 -105	-68%	-$14K	﹤0.01%	289
2021 Q2	$22K	Buy	155 +105	+210%	+$14.4K	﹤0.01%	273
2021 Q1	$6K	Sell	50 -39	-44%	-$4.67K	﹤0.01%	224
2020 Q4	$11K	Buy	+89	New	+$10.3K	﹤0.01%	94

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MD Financial Management's IBM Position: Q4 2021 in Review

MD Financial Management sold out of IBM (IBM) in Q4 2021, closing a stake of 50 shares — an estimated $7K sold.

MD Financial Management first reported a position in IBM in Q4 2020 and held it in 4 quarters. The position peaked at $22K in Q2 2021. 2,351 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

MD Financial Management reported no remaining IBM position as of Q4 2021 after selling out during the quarter.
MD Financial Management sold 50 IBM shares in Q4 2021, an estimated $7K.
MD Financial Management first reported a position in IBM in Q4 2020 and held it in 4 quarters.
MD Financial Management's IBM position peaked at $22K in Q2 2021.
2,351 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.