Veritas Investment Management’s IBM IBM Stock Holding History

Veritas 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
2019 Q4	–	Sell	-220	Closed	-$31K	–	65
2019 Q3	$31K	Buy	+220	New	+$29.7K	﹤0.01%	66
2017 Q2	–	Sell	-1,883	Closed	-$314K	–	68
2017 Q1	$314K	Buy	1,883 +628	+50%	+$105K	0.05%	39
2016 Q4	$199K	Hold	1,255	–	–	0.04%	46
2016 Q3	$191K	Hold	1,255	–	–	0.04%	51
2016 Q2	$182K	Hold	1,255	–	–	0.04%	55
2016 Q1	$182K	Hold	1,255	–	–	0.04%	55
2015 Q4	$165K	Hold	1,255	–	–	0.03%	64
2015 Q3	$174K	Hold	1,255	–	–	0.05%	55
2015 Q2	$195K	Hold	1,255	–	–	0.06%	50
2015 Q1	$193K	Buy	+1,255	New	+$190K	0.06%	48
2014 Q4	–	Sell	-1,255	Closed	-$228K	–	41
2014 Q3	$228K	Hold	1,255	–	–	0.07%	48
2014 Q2	$217K	Hold	1,255	–	–	0.07%	58
2014 Q1	$231K	Hold	1,255	–	–	0.09%	50
2013 Q4	$225K	Hold	1,255	–	–	0.11%	48
2013 Q3	$222K	Hold	1,255	–	–	0.13%	41
2013 Q2	$229K	Buy	+1,255	New	+$244K	0.15%	31

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Veritas Investment Management's IBM Position: Q4 2019 in Review

Veritas Investment Management sold out of IBM (IBM) in Q4 2019, closing a stake of 220 shares — an estimated $31K sold.

Veritas Investment Management first reported a position in IBM in Q2 2013 and held it in 16 quarters. The position peaked at $314K in Q1 2017. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

Veritas Investment Management reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
Veritas Investment Management sold 220 IBM shares in Q4 2019, an estimated $31K.
Veritas Investment Management first reported a position in IBM in Q2 2013 and held it in 16 quarters.
Veritas Investment Management's IBM position peaked at $314K in Q1 2017.
2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Veritas Investment Management's 13F filing for Q4 2019, filed 30 Jan 2020.