Polar Capital’s IBM IBM Stock Holding History

Polar Capital’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
2013 Q4	–	Sell	-48,253	Closed	-$8.55K	–	280
2013 Q3	$8.55K	Sell	48,253 -42,017	-47%	-$7.64M	0.23%	160
2013 Q2	$16.5M	Buy	+90,270	New	+$17.6M	0.57%	56

Other funds holding IBM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Polar Capital's IBM Position: Q4 2013 in Review

Polar Capital sold out of IBM (IBM) in Q4 2013, closing a stake of 48,253 shares — an estimated $8.55K sold.

Polar Capital first reported a position in IBM in Q2 2013 and held it in 2 quarters. The position peaked at $16.5M in Q2 2013. 1,755 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

Polar Capital reported no remaining IBM position as of Q4 2013 after selling out during the quarter.
Polar Capital sold 48,253 IBM shares in Q4 2013, an estimated $8.55K.
Polar Capital first reported a position in IBM in Q2 2013 and held it in 2 quarters.
Polar Capital's IBM position peaked at $16.5M in Q2 2013.
1,755 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Polar Capital's 13F filing for Q4 2013, filed 11 Feb 2014.