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Princeton Alpha Management’s IBM IBM Stock Holding History

Princeton Alpha 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
2016
Q4 		– Sell
-18,193
Closed -$2.76M – 772
2016
Q3 		$2.76M Buy
+18,193
New +$2.76M 0.52% 23
2015
Q4 		– Sell
-3,891
Closed -$539K – 804
2015
Q3 		$539K Buy
+3,891
New +$575K 0.11% 277
2015
Q1 		– Sell
-17,943
Closed -$2.75M – 783
2014
Q4 		$2.75M Buy
+17,943
New +$2.85M 0.78% 6

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Princeton Alpha Management's IBM Position: Q4 2016 in Review

Princeton Alpha Management sold out of IBM (IBM) in Q4 2016, closing a stake of 18,193 shares — an estimated $2.76M sold.

Princeton Alpha Management first reported a position in IBM in Q4 2014 and held it in 3 quarters. The position peaked at $2.76M in Q3 2016. 1,816 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

  • Princeton Alpha Management reported no remaining IBM position as of Q4 2016 after selling out during the quarter.
  • Princeton Alpha Management sold 18,193 IBM shares in Q4 2016, an estimated $2.76M.
  • Princeton Alpha Management first reported a position in IBM in Q4 2014 and held it in 3 quarters.
  • Princeton Alpha Management's IBM position peaked at $2.76M in Q3 2016.
  • 1,816 funds tracked by Wall St. Rank held IBM as of Q4 2016.

Based on Princeton Alpha Management's 13F filing for Q4 2016, filed 10 Feb 2017.