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Symmetry Partners’s IBM IBM Stock Holding History

Symmetry Partners’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
Q3 		– Sell
-7,560
Closed -$1.31M – 285
2024
Q2 		$1.31M Sell
7,560
-1,675
-18% -$291K 0.07% 128
2024
Q1 		$1.76M Sell
9,235
-2,051
-18% -$374K 0.14% 98
2023
Q4 		$1.85M Sell
11,286
-1,645
-13% -$249K 0.1% 96
2023
Q3 		$1.81M Hold
12,931
– – 0.1% 102
2023
Q2 		$1.73M Buy
12,931
+4,466
+53% +$576K 0.09% 111
2023
Q1 		$1.11M Sell
8,465
-2,128
-20% -$285K 0.06% 171
2022
Q4 		$1.49M Sell
10,593
-4,730
-31% -$652K 0.09% 125
2022
Q3 		$1.82M Sell
15,323
-596
-4% -$78.2K 0.12% 90
2022
Q2 		$2.25M Sell
15,919
-277
-2% -$37.4K 0.15% 74
2022
Q1 		$2.11M Sell
16,196
-380
-2% -$49.6K 0.13% 90
2021
Q4 		$2.22M Sell
16,576
-762
-4% -$95.6K 0.14% 90
2021
Q3 		$2.37M Hold
17,338
– – 0.16% 87
2021
Q2 		$2.43M Hold
17,338
– – 0.16% 83
2021
Q1 		$2.21M Buy
17,338
+71
+0.4% +$8.5K 0.16% 85
2020
Q4 		$2.08M Buy
17,267
+91
+0.5% +$10.5K 0.16% 84
2020
Q3 		$2M Buy
17,176
+14,548
+554% +$1.71M 0.17% 81
2020
Q2 		$303K Buy
2,628
+400
+18% +$46.5K 0.04% 230
2020
Q1 		$236K Sell
2,228
-3,878
-64% -$490K 0.05% 243
2019
Q4 		$782K Buy
6,106
+2,001
+49% +$260K 0.16% 82
2019
Q3 		$571K Buy
+4,105
New +$554K 0.12% 134

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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