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Squar Milner Financial Services’s IBM IBM Stock Holding History

Squar Milner Financial Services’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
2020
Q3 		– Sell
-3,397
Closed -$392K – 82
2020
Q2 		$392K Buy
3,397
+490
+17% +$56.9K 0.22% 123
2020
Q1 		$308K Sell
2,907
-2,001
-41% -$253K 0.19% 116
2019
Q4 		$628K Buy
4,908
+1,146
+30% +$149K 0.31% 65
2019
Q3 		$438K Buy
3,762
+276
+8% +$37.2K 0.22% 115
2019
Q2 		$460K Buy
3,486
+272
+8% +$35.7K 0.31% 74
2019
Q1 		$433K Buy
3,214
+1,862
+138% +$237K 0.32% 70
2018
Q4 		$147K Sell
1,352
-808
-37% -$97K 0.14% 171
2018
Q3 		$312K Sell
2,160
-295
-12% -$41.2K 0.28% 95
2018
Q2 		$328K Buy
2,455
+351
+17% +$49K 0.29% 90
2018
Q1 		$309K Buy
2,104
+6
+0.3% +$908 0.39% 88
2017
Q4 		$335K Buy
+2,098
New +$305K 0.41% 89

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squar Milner Financial Services's IBM Position: Q3 2020 in Review

Squar Milner Financial Services sold out of IBM (IBM) in Q3 2020, closing a stake of 3,397 shares — an estimated $392K sold.

Squar Milner Financial Services first reported a position in IBM in Q4 2017 and held it in 11 quarters. The position peaked at $628K in Q4 2019. 1,992 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

  • Squar Milner Financial Services reported no remaining IBM position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,397 IBM shares in Q3 2020, an estimated $392K.
  • Squar Milner Financial Services first reported a position in IBM in Q4 2017 and held it in 11 quarters.
  • Squar Milner Financial Services's IBM position peaked at $628K in Q4 2019.
  • 1,992 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.