Voit & Company’s IBM IBM Stock Holding History

Voit & Company’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	$1.06M	Buy	9,138 +2,779	+44%	+$327K	1.03%	28
2020 Q2	$734K	Sell	6,359 -274	-4%	-$31.8K	0.78%	35
2020 Q1	$703K	Buy	+6,633	New	+$839K	0.73%	39

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

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

Voit & Company's IBM Position: Q3 2020 in Review

Voit & Company increased its IBM (IBM) stake by 44% in Q3 2020, buying an estimated $327K and bringing the position to 9,138 shares worth $1.06M. The position accounts for 1.03% of the portfolio, ranked #28.

Voit & Company first reported a position in IBM in Q1 2020 and has held it in 3 quarters since. 1,992 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

Voit & Company held 9,138 shares of IBM worth $1.06M as of Q3 2020.
Voit & Company bought 2,779 IBM shares in Q3 2020, an estimated $327K.
IBM made up 1.03% of Voit & Company's portfolio in Q3 2020, its #28 holding.
Voit & Company first reported a position in IBM in Q1 2020 and has held it in 3 quarters since.
1,992 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Voit & Company's 13F filing for Q3 2020, filed 30 Oct 2020.