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Michael B. Elefante’s IBM IBM Stock Holding History

Michael B. Elefante’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 		$725K Sell
4,725
-4,590
-49% -$730K 0.79% 40
2014
Q3 		$1.69M Buy
9,315
+4,058
+77% +$739K 0.73% 40
2014
Q2 		$911K Sell
5,257
-73
-1% -$13.1K 0.38% 51
2014
Q1 		$981K Sell
5,330
-904
-15% -$159K 0.42% 49
2013
Q4 		$1.12M Hold
6,234
– – 0.52% 44
2013
Q3 		$1.1M Buy
6,234
+2,386
+62% +$434K 0.55% 43
2013
Q2 		$703K Buy
+3,848
New +$749K 0.38% 48

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
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 $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Michael B. Elefante's IBM Position: Q4 2014 in Review

Michael B. Elefante reduced its IBM (IBM) stake by 49% in Q4 2014, selling an estimated $730K and leaving 4,725 shares worth $725K. The position accounts for 0.79% of the portfolio, ranked #40.

Michael B. Elefante first reported a position in IBM in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.69M in Q3 2014. 1,751 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

  • Michael B. Elefante held 4,725 shares of IBM worth $725K as of Q4 2014.
  • Michael B. Elefante sold 4,590 IBM shares in Q4 2014, an estimated $730K.
  • IBM made up 0.79% of Michael B. Elefante's portfolio in Q4 2014, its #40 holding.
  • Michael B. Elefante first reported a position in IBM in Q2 2013 and has held it in 7 quarters since.
  • Michael B. Elefante's IBM position peaked at $1.69M in Q3 2014.
  • 1,751 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.