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Mirova’s IBM IBM Stock Holding History

Mirova’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
2022
Q4 		– Sell
-1,151
Closed -$136K – 185
2022
Q3 		$136K Buy
+1,151
New +$151K 0.02% 165
2022
Q2 		– Sell
-4,416
Closed -$574K – 193
2022
Q1 		$574K Sell
4,416
-3
-0.1% -$391 0.08% 116
2021
Q4 		$590K Sell
4,419
-6,660
-60% -$835K 0.07% 115
2021
Q3 		$1.47M Hold
11,079
– – 0.19% 63
2021
Q2 		$1.55M Sell
11,079
-5,802
-34% -$793K 0.19% 57
2021
Q1 		$2.15M Sell
16,881
-2,117
-11% -$253K 0.26% 46
2020
Q4 		$2.29M Buy
18,998
+2,321
+14% +$268K 0.29% 32
2020
Q3 		$1.94M Sell
16,677
-21
-0.1% -$2.47K 0.31% 30
2020
Q2 		$1.93M Buy
16,698
+4,790
+40% +$556K 0.44% 27
2020
Q1 		$1.26M Buy
11,908
+5,835
+96% +$738K 0.48% 24
2019
Q4 		$778K Buy
6,073
+4,108
+209% +$534K 0.27% 27
2019
Q3 		$273K Buy
1,965
+101
+5% +$13.6K 0.03% 51
2019
Q2 		$246K Hold
1,864
– – 0.02% 51
2019
Q1 		$251K Buy
1,864
+1,143
+159% +$146K 0.14% 31
2018
Q4 		$78K Buy
+721
New +$86.5K 0.04% 78

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirova's IBM Position: Q4 2022 in Review

Mirova sold out of IBM (IBM) in Q4 2022, closing a stake of 1,151 shares — an estimated $136K sold.

Mirova first reported a position in IBM in Q4 2018 and held it in 15 quarters. The position peaked at $2.29M in Q4 2020. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Mirova reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
  • Mirova sold 1,151 IBM shares in Q4 2022, an estimated $136K.
  • Mirova first reported a position in IBM in Q4 2018 and held it in 15 quarters.
  • Mirova's IBM position peaked at $2.29M in Q4 2020.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Mirova's 13F filing for Q4 2022, filed 13 Feb 2023.