Tradition Asset Management’s IBM IBM Stock Holding History

Tradition Asset 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 Q2	$3.61M	Buy	31,298 +2,248	+8%	+$261K	1.03%	34
2020 Q1	$3.08M	Sell	29,050 -606	-2%	-$76.6K	1.03%	31
2019 Q4	$3.8M	Buy	29,656 +29	+0.1%	+$3.77K	0.92%	35
2019 Q3	$4.12M	Sell	29,627 -308	-1%	-$41.5K	1.07%	31
2019 Q2	$3.95M	Buy	+29,935	New	+$3.93M	1.03%	34

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Asset Management's IBM Position: Q2 2020 in Review

Tradition Asset Management increased its IBM (IBM) stake by 7.7% in Q2 2020, buying an estimated $261K and bringing the position to 31,298 shares worth $3.61M. The position accounts for 1.03% of the portfolio, ranked #34.

Tradition Asset Management first reported a position in IBM in Q2 2019 and has held it in 5 quarters since. The position peaked at $4.12M in Q3 2019. 1,993 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

Tradition Asset Management held 31,298 shares of IBM worth $3.61M as of Q2 2020.
Tradition Asset Management bought 2,248 IBM shares in Q2 2020, an estimated $261K.
IBM made up 1.03% of Tradition Asset Management's portfolio in Q2 2020, its #34 holding.
Tradition Asset Management first reported a position in IBM in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's IBM position peaked at $4.12M in Q3 2019.
1,993 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.