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Neuberger Berman Canada’s IBM IBM Stock Holding History

Neuberger Berman Canada’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
2017
Q3 		$12.1M Buy
87,073
+77,622
+821% +$10.8M 2.23% 10
2017
Q2 		$1.39M Buy
9,451
+2,307
+32% +$348K 0.26% 89
2017
Q1 		$1.19M Buy
7,144
+2,481
+53% +$416K 0.23% 107
2016
Q4 		$740K Sell
4,663
-63
-1% -$9.6K 0.19% 138
2016
Q3 		$718K Sell
4,726
-461
-9% -$70K 0.22% 130
2016
Q2 		$753K Sell
5,187
-1,034
-17% -$148K 0.24% 150
2016
Q1 		$901K Sell
6,221
-1,141
-15% -$146K 0.33% 99
2015
Q4 		$969K Sell
7,362
-1,223
-14% -$164K 0.38% 74
2015
Q3 		$1.19M Sell
8,585
-2,245
-21% -$332K 0.52% 71
2015
Q2 		$1.68M Buy
10,830
+1,039
+11% +$167K 0.45% 58
2015
Q1 		$1.5M Sell
9,791
-5,669
-37% -$860K 0.4% 93
2014
Q4 		$2.37M Sell
15,460
-1,722
-10% -$274K 0.37% 66
2014
Q3 		$3.12M Buy
17,182
+7,245
+73% +$1.32M 0.49% 77
2014
Q2 		$1.72M Buy
9,937
+4,289
+76% +$772K 0.44% 50
2014
Q1 		$1.04M Buy
5,648
+1,778
+46% +$313K 0.24% 89
2013
Q4 		$694K Buy
3,870
+2,092
+118% +$361K 0.16% 155
2013
Q3 		$315K Buy
+1,778
New +$323K 0.09% 191

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Canada's IBM Position: Q3 2017 in Review

Neuberger Berman Canada increased its IBM (IBM) stake by 821% in Q3 2017, buying an estimated $10.8M and bringing the position to 87,073 shares worth $12.1M. The position accounts for 2.23% of the portfolio, ranked #10.

Neuberger Berman Canada first reported a position in IBM in Q3 2013 and has held it in 17 quarters since. 1,758 funds tracked by Wall St. Rank hold IBM as of Q3 2017.

  • Neuberger Berman Canada held 87,073 shares of IBM worth $12.1M as of Q3 2017.
  • Neuberger Berman Canada bought 77,622 IBM shares in Q3 2017, an estimated $10.8M.
  • IBM made up 2.23% of Neuberger Berman Canada's portfolio in Q3 2017, its #10 holding.
  • Neuberger Berman Canada first reported a position in IBM in Q3 2013 and has held it in 17 quarters since.
  • 1,758 funds tracked by Wall St. Rank held IBM as of Q3 2017.

Based on Neuberger Berman Canada's 13F filing for Q3 2017, filed 3 Nov 2017.