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Miller Howard Investments’s IBM IBM Stock Holding History

Miller Howard Investments’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
2020
Q1 		– Sell
-73,743
Closed -$9.45M – 137
2019
Q4 		$9.45M Buy
+73,743
New +$9.58M 0.3% 56
2019
Q3 		– Sell
-29,313
Closed -$3.87M – 138
2019
Q2 		$3.87M Buy
+29,313
New +$3.85M 0.11% 84
2019
Q1 		– Sell
-36,769
Closed -$4M – 156
2018
Q4 		$4M Hold
36,769
– – 0.12% 92
2018
Q3 		$5.32M Buy
+36,769
New +$5.14M 0.13% 80
2018
Q1 		– Sell
-228,739
Closed -$33.5M – 177
2017
Q4 		$33.5M Sell
228,739
-38,455
-14% -$5.59M 0.73% 50
2017
Q3 		$37.1M Sell
267,194
-7,598
-3% -$1.06M 0.76% 49
2017
Q2 		$40.4M Sell
274,792
-15,787
-5% -$2.38M 0.81% 52
2017
Q1 		$48.4M Sell
290,579
-111,766
-28% -$18.7M 0.93% 47
2016
Q4 		$63.8M Sell
402,345
-17,034
-4% -$2.59M 1.22% 36
2016
Q3 		$63.7M Buy
+419,379
New +$63.6M 1.17% 36
2015
Q4 		– Sell
-29,556
Closed -$4.1M – 210
2015
Q3 		$4.1M Buy
29,556
+24,263
+458% +$3.58M 0.07% 121
2015
Q2 		$823K Buy
+5,293
New +$851K 0.01% 182
2013
Q4 		– Sell
-10,106
Closed -$1.79M – 178
2013
Q3 		$1.79M Buy
10,106
+54
+0.5% +$9.81K 0.04% 111
2013
Q2 		$1.84M Buy
+10,052
New +$1.96M 0.04% 101

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Miller Howard Investments's IBM Position: Q1 2020 in Review

Miller Howard Investments sold out of IBM (IBM) in Q1 2020, closing a stake of 73,743 shares — an estimated $9.45M sold.

Miller Howard Investments first reported a position in IBM in Q2 2013 and held it in 14 quarters. The position peaked at $63.8M in Q4 2016. 1,973 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

  • Miller Howard Investments reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
  • Miller Howard Investments sold 73,743 IBM shares in Q1 2020, an estimated $9.45M.
  • Miller Howard Investments first reported a position in IBM in Q2 2013 and held it in 14 quarters.
  • Miller Howard Investments's IBM position peaked at $63.8M in Q4 2016.
  • 1,973 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on Miller Howard Investments's 13F filing for Q1 2020, filed 5 May 2020.