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Richelieu Gestion’s IBM IBM Stock Holding History

Richelieu Gestion’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
2024
Q1 		$10K Hold
50
– – 0.01% 63
2023
Q4 		$8K Hold
50
– – 0.01% 75
2023
Q3 		$7K Sell
50
-19,809
-100% -$2.82M 0.01% 69
2023
Q2 		$2.66M Sell
19,859
-2,272
-10% -$293K 2.21% 23
2023
Q1 		$2.9M Buy
22,131
+4,190
+23% +$561K 2.62% 12
2022
Q4 		$2.53M Sell
17,941
-5,718
-24% -$789K 2.65% 12
2022
Q3 		$2.81M Sell
23,659
-423
-2% -$55.5K 3.35% 5
2022
Q2 		$3.4M Sell
24,082
-11,743
-33% -$1.58M 3.86% 4
2022
Q1 		$4.66M Buy
+35,825
New +$4.67M 3.7% 4

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Richelieu Gestion's IBM Position: Q1 2024 in Review

Richelieu Gestion held its IBM (IBM) position steady in Q1 2024 at 50 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #63.

Richelieu Gestion first reported a position in IBM in Q1 2022 and has held it in 9 quarters since. The position peaked at $4.66M in Q1 2022. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Richelieu Gestion held 50 shares of IBM worth $10K as of Q1 2024.
  • Richelieu Gestion left its IBM share count unchanged in Q1 2024.
  • IBM made up 0.01% of Richelieu Gestion's portfolio in Q1 2024, its #63 holding.
  • Richelieu Gestion first reported a position in IBM in Q1 2022 and has held it in 9 quarters since.
  • Richelieu Gestion's IBM position peaked at $4.66M in Q1 2022.
  • 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Richelieu Gestion's 13F filing for Q1 2024, filed 15 Apr 2024.