Petrus Trust Company’s IBM IBM Stock Holding History

Petrus Trust Company’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
2023 Q3	–	Sell	-1,614	Closed	-$216K	–	644
2023 Q2	$216K	Buy	+1,614	New	+$208K	0.02%	506

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Petrus Trust Company's IBM Position: Q3 2023 in Review

Petrus Trust Company sold out of IBM (IBM) in Q3 2023, closing a stake of 1,614 shares — an estimated $216K sold.

Petrus Trust Company first reported a position in IBM in Q2 2023 and held it in 1 quarter. The position peaked at $216K in Q2 2023. 2,461 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Petrus Trust Company reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
Petrus Trust Company sold 1,614 IBM shares in Q3 2023, an estimated $216K.
Petrus Trust Company first reported a position in IBM in Q2 2023 and held it in 1 quarter.
Petrus Trust Company's IBM position peaked at $216K in Q2 2023.
2,461 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Petrus Trust Company's 13F filing for Q3 2023, filed 14 Nov 2023.