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Resource Consulting Group’s IBM IBM Stock Holding History

Resource Consulting Group’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
Q4 		$308K Buy
+1,884
New +$285K 0.05% 57
2023
Q3 		– Sell
-1,876
Closed -$251K – 59
2023
Q2 		$251K Buy
+1,876
New +$242K 0.05% 60
2022
Q4 		– Sell
-2,068
Closed -$246K – 41
2022
Q3 		$246K Buy
2,068
+480
+30% +$63K 0.07% 39
2022
Q2 		$224K Hold
1,588
– – 0.1% 57
2022
Q1 		$206K Hold
1,588
– – 0.07% 79
2021
Q4 		$212K Buy
+1,588
New +$199K 0.07% 72

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Resource Consulting Group's IBM Position: Q4 2023 in Review

Resource Consulting Group opened a new position in IBM (IBM) in Q4 2023: 1,884 shares worth $308K. The stake represents 0.05% of the portfolio and ranks #57 among its holdings. This is a return to the name: Resource Consulting Group previously reported a position in IBM as recently as Q2 2023.

Resource Consulting Group first reported a position in IBM in Q4 2021 and has held it in 6 quarters since. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Resource Consulting Group held 1,884 shares of IBM worth $308K as of Q4 2023.
  • IBM was a new Resource Consulting Group position in Q4 2023.
  • IBM made up 0.05% of Resource Consulting Group's portfolio in Q4 2023, its #57 holding.
  • Resource Consulting Group first reported a position in IBM in Q4 2021 and has held it in 6 quarters since.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.