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Perkins Investment Management’s IBM IBM Stock Holding History

Perkins Investment 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
2014
Q3 		– Sell
-3,669
Closed -$636K – 255
2014
Q2 		$636K Hold
3,669
– – 0.01% 240
2014
Q1 		$675K Sell
3,669
-105
-3% -$18.5K 0.01% 242
2013
Q4 		$677K Sell
3,774
-5
-0.1% -$862 ﹤0.01% 247
2013
Q3 		$669K Sell
3,779
-2,511
-40% -$456K ﹤0.01% 252
2013
Q2 		$1.15M Buy
+6,290
New +$1.22M 0.01% 254

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perkins Investment Management's IBM Position: Q3 2014 in Review

Perkins Investment Management sold out of IBM (IBM) in Q3 2014, closing a stake of 3,669 shares — an estimated $636K sold.

Perkins Investment Management first reported a position in IBM in Q2 2013 and held it in 5 quarters. The position peaked at $1.15M in Q2 2013. 1,707 funds tracked by Wall St. Rank hold IBM as of Q3 2014.

  • Perkins Investment Management reported no remaining IBM position as of Q3 2014 after selling out during the quarter.
  • Perkins Investment Management sold 3,669 IBM shares in Q3 2014, an estimated $636K.
  • Perkins Investment Management first reported a position in IBM in Q2 2013 and held it in 5 quarters.
  • Perkins Investment Management's IBM position peaked at $1.15M in Q2 2013.
  • 1,707 funds tracked by Wall St. Rank held IBM as of Q3 2014.

Based on Perkins Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.