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UBS O'Connor’s IBM IBM Stock Holding History

UBS O'Connor’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
2014
Q1 		– Sell
-31,380
Closed -$56K – 474
2013
Q4 		$56K Buy
+31,380
New +$5.41M ﹤0.01% 372

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.56T 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 $609B AUM 40.19% 1-Year Est. Return

UBS O'Connor's IBM Position: Q3 2024 in Review

UBS O'Connor sold out of IBM (IBM) in Q3 2024, closing a stake of 27,500 shares — an estimated $4.76M sold.

UBS O'Connor first reported a position in IBM in Q1 2015 and held it in 7 quarters. The position peaked at $44.5M in Q1 2018. 2,933 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • UBS O'Connor reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • UBS O'Connor sold 27,500 IBM shares in Q3 2024, an estimated $4.76M.
  • UBS O'Connor first reported a position in IBM in Q1 2015 and held it in 7 quarters.
  • UBS O'Connor's IBM position peaked at $44.5M in Q1 2018.
  • 2,933 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on UBS O'Connor's 13F filing for Q3 2024, filed 14 Nov 2024.