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Wasatch Advisors’s IBM IBM Stock Holding History

Wasatch Advisors’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 		– Sell
-20,251
Closed -$2.15M – 249
2020
Q1 		$2.15M Sell
20,251
-18,973
-48% -$2.4M 0.02% 209
2019
Q4 		$5.03M Buy
39,224
+5,334
+16% +$693K 0.04% 203
2019
Q3 		$4.71M Buy
+33,890
New +$4.57M 0.04% 194
2013
Q3 		– Sell
-13,912
Closed -$2.54M – 376
2013
Q2 		$2.54M Buy
+13,912
New +$2.71M 0.03% 295

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wasatch Advisors's IBM Position: Q2 2020 in Review

Wasatch Advisors sold out of IBM (IBM) in Q2 2020, closing a stake of 20,251 shares — an estimated $2.15M sold.

Wasatch Advisors first reported a position in IBM in Q2 2013 and held it in 4 quarters. The position peaked at $5.03M in Q4 2019. 1,993 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

  • Wasatch Advisors reported no remaining IBM position as of Q2 2020 after selling out during the quarter.
  • Wasatch Advisors sold 20,251 IBM shares in Q2 2020, an estimated $2.15M.
  • Wasatch Advisors first reported a position in IBM in Q2 2013 and held it in 4 quarters.
  • Wasatch Advisors's IBM position peaked at $5.03M in Q4 2019.
  • 1,993 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on Wasatch Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.