Needelman Asset Management’s IBM IBM Stock Holding History

Needelman Asset 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
2018 Q3	–	Sell	-13,139	Closed	-$1.75M	–	16
2018 Q2	$1.75M	Buy	13,139 +79	+0.6%	+$11K	3.82%	4
2018 Q1	$1.92M	Buy	13,060 +11,234	+615%	+$1.7M	4.13%	3
2017 Q4	$268K	Hold	1,826	–	–	0.67%	36
2017 Q3	$253K	Hold	1,826	–	–	0.62%	38
2017 Q2	$269K	Hold	1,826	–	–	0.69%	37
2017 Q1	$304K	Hold	1,826	–	–	0.81%	37
2016 Q4	$290K	Hold	1,826	–	–	0.8%	37
2016 Q3	$277K	Sell	1,826 -445	-20%	-$67.5K	0.83%	36
2016 Q2	$330K	Sell	2,271 -63	-3%	-$9.02K	0.94%	36
2016 Q1	$338K	Hold	2,334	–	–	0.99%	36
2015 Q4	$307K	Sell	2,334 -10	-0.4%	-$1.34K	0.93%	35
2015 Q3	$325K	Hold	2,344	–	–	1.07%	35
2015 Q2	$365K	Sell	2,344 -42	-2%	-$6.75K	1.15%	35
2015 Q1	$366K	Sell	2,386 -16	-0.7%	-$2.43K	1.11%	35
2014 Q4	$368K	Hold	2,402	–	–	1.13%	35
2014 Q3	$436K	Sell	2,402 -157	-6%	-$28.6K	1.4%	34
2014 Q2	$443K	Hold	2,559	–	–	1.4%	34
2014 Q1	$471K	Sell	2,559 -52	-2%	-$9.15K	1.53%	33
2013 Q4	$468K	Sell	2,611 -774	-23%	-$133K	1.54%	33
2013 Q3	$599K	Hold	3,385	–	–	2.15%	30
2013 Q2	$618K	Buy	+3,385	New	+$659K	2.26%	31

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Needelman Asset Management's IBM Position: Q3 2018 in Review

Needelman Asset Management sold out of IBM (IBM) in Q3 2018, closing a stake of 13,139 shares — an estimated $1.75M sold.

Needelman Asset Management first reported a position in IBM in Q2 2013 and held it in 21 quarters. The position peaked at $1.92M in Q1 2018. 1,924 funds tracked by Wall St. Rank hold IBM as of Q3 2018.

Needelman Asset Management reported no remaining IBM position as of Q3 2018 after selling out during the quarter.
Needelman Asset Management sold 13,139 IBM shares in Q3 2018, an estimated $1.75M.
Needelman Asset Management first reported a position in IBM in Q2 2013 and held it in 21 quarters.
Needelman Asset Management's IBM position peaked at $1.92M in Q1 2018.
1,924 funds tracked by Wall St. Rank held IBM as of Q3 2018.

Based on Needelman Asset Management's 13F filing for Q3 2018.