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New England Investment & Retirement Group’s IBM IBM Stock Holding History

New England Investment & Retirement Group’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
2021
Q3 		$333K Buy
2,504
+436
+21% +$58.3K 0.08% 78
2021
Q2 		$290K Buy
+2,068
New +$283K 0.06% 83
2020
Q2 		– Sell
-105
Closed -$11K – 133
2020
Q1 		$11K Buy
+105
New +$13.3K ﹤0.01% 136

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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

New England Investment & Retirement Group's IBM Position: Q3 2021 in Review

New England Investment & Retirement Group increased its IBM (IBM) stake by 21% in Q3 2021, buying an estimated $58.3K and bringing the position to 2,504 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #78.

New England Investment & Retirement Group first reported a position in IBM in Q1 2020 and has held it in 3 quarters since. 2,163 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

  • New England Investment & Retirement Group held 2,504 shares of IBM worth $333K as of Q3 2021.
  • New England Investment & Retirement Group bought 436 IBM shares in Q3 2021, an estimated $58.3K.
  • IBM made up 0.08% of New England Investment & Retirement Group's portfolio in Q3 2021, its #78 holding.
  • New England Investment & Retirement Group first reported a position in IBM in Q1 2020 and has held it in 3 quarters since.
  • 2,163 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.