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New Jersey Better Educational Savings Trust’s IBM IBM Stock Holding History

New Jersey Better Educational Savings Trust’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 		– Sell
-1,443
Closed -$202K – 97
2021
Q2 		$202K Buy
+1,443
New +$197K 0.4% 94
2020
Q4 		– Sell
-2,092
Closed -$243K – 102
2020
Q3 		$243K Hold
2,092
– – 0.4% 76
2020
Q2 		$242K Hold
2,092
– – 0.44% 72
2020
Q1 		$222K Hold
2,092
– – 0.52% 63
2019
Q4 		$268K Hold
2,092
– – 0.46% 74
2019
Q3 		$291K Hold
2,092
– – 0.41% 88
2019
Q2 		$276K Hold
2,092
– – 0.37% 94
2019
Q1 		$282K Sell
2,092
-1,046
-33% -$133K 0.38% 93
2018
Q4 		$341K Sell
3,138
-628
-17% -$75.4K 0.44% 71
2018
Q3 		$544K Buy
3,766
+105
+3% +$14.7K 0.56% 49
2018
Q2 		$489K Sell
3,661
-1,569
-30% -$219K 0.53% 59
2018
Q1 		$767K Sell
5,230
-1,046
-17% -$158K 0.85% 23
2017
Q4 		$921K Buy
6,276
+1,046
+20% +$152K 0.93% 20
2017
Q3 		$725K Buy
5,230
+1,046
+25% +$146K 0.61% 41
2017
Q2 		$615K Sell
4,184
-1,046
-20% -$158K 0.53% 49
2017
Q1 		$871K Sell
5,230
-2,301
-31% -$386K 0.77% 25
2016
Q4 		$1.2M Buy
+7,531
New +$1.15M 0.76% 31
2015
Q1 		– Sell
-11,506
Closed -$1.76M – 187
2014
Q4 		$1.76M Buy
+11,506
New +$1.83M 0.79% 24
2014
Q1 		– Sell
-11,506
Closed -$2.06M – 182
2013
Q4 		$2.06M Buy
11,506
+6,276
+120% +$1.08M 1.01% 20
2013
Q3 		$926K Sell
5,230
-4,184
-44% -$760K 0.57% 52
2013
Q2 		$1.72M Buy
+9,414
New +$1.83M 1.03% 22

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

New Jersey Better Educational Savings Trust's IBM Position: Q3 2021 in Review

New Jersey Better Educational Savings Trust sold out of IBM (IBM) in Q3 2021, closing a stake of 1,443 shares — an estimated $202K sold.

New Jersey Better Educational Savings Trust first reported a position in IBM in Q2 2013 and held it in 21 quarters. The position peaked at $2.06M in Q4 2013. 2,163 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

  • New Jersey Better Educational Savings Trust reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
  • New Jersey Better Educational Savings Trust sold 1,443 IBM shares in Q3 2021, an estimated $202K.
  • New Jersey Better Educational Savings Trust first reported a position in IBM in Q2 2013 and held it in 21 quarters.
  • New Jersey Better Educational Savings Trust's IBM position peaked at $2.06M in Q4 2013.
  • 2,163 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q3 2021, filed 26 Oct 2021.