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SSI Investment Management’s IBM IBM Stock Holding History

SSI Investment 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
2020
Q3 		– Sell
-2,075
Closed -$241K – 264
2020
Q2 		$241K Sell
2,075
-26
-1% -$3.02K 0.02% 231
2020
Q1 		$223K Sell
2,101
-27
-1% -$3.41K 0.02% 232
2019
Q4 		$272K Sell
2,128
-93
-4% -$12.1K 0.02% 254
2019
Q3 		$309K Buy
+2,221
New +$300K 0.02% 246
2017
Q2 		– Sell
-1,313
Closed -$220K – 315
2017
Q1 		$220K Sell
1,313
-2
-0.2% -$335 0.02% 287
2016
Q4 		$208K Buy
+1,315
New +$200K 0.02% 282
2015
Q1 		– Sell
-1,448
Closed -$222K – 320
2014
Q4 		$222K Sell
1,448
-5
-0.3% -$795 0.02% 329
2014
Q3 		$265K Hold
1,453
– – 0.03% 325
2014
Q2 		$252K Sell
1,453
-26
-2% -$4.68K 0.02% 344
2014
Q1 		$273K Sell
1,479
-8,743
-86% -$1.54M 0.03% 338
2013
Q4 		$1.83M Hold
10,222
– – 0.16% 152
2013
Q3 		$1.81M Buy
10,222
+2,394
+31% +$435K 0.16% 141
2013
Q2 		$1.43M Buy
+7,828
New +$1.52M 0.14% 161

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

SSI Investment Management's IBM Position: Q3 2020 in Review

SSI Investment Management sold out of IBM (IBM) in Q3 2020, closing a stake of 2,075 shares — an estimated $241K sold.

SSI Investment Management first reported a position in IBM in Q2 2013 and held it in 13 quarters. The position peaked at $1.83M in Q4 2013. 1,991 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

  • SSI Investment Management reported no remaining IBM position as of Q3 2020 after selling out during the quarter.
  • SSI Investment Management sold 2,075 IBM shares in Q3 2020, an estimated $241K.
  • SSI Investment Management first reported a position in IBM in Q2 2013 and held it in 13 quarters.
  • SSI Investment Management's IBM position peaked at $1.83M in Q4 2013.
  • 1,991 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on SSI Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.