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Whitegate Investment Counselors’s IBM IBM Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-12,159
Closed -$1.61M – 123
2021
Q3 		$1.61M Sell
12,159
-52
-0.4% -$6.95K 0.23% 90
2021
Q2 		$1.71M Hold
12,211
– – 0.24% 88
2021
Q1 		$1.56M Sell
12,211
-202
-2% -$24.2K 0.24% 89
2020
Q4 		$1.49M Sell
12,413
-523
-4% -$60.4K 0.24% 82
2020
Q3 		$1.5M Hold
12,936
– – 0.27% 81
2020
Q2 		$1.49M Hold
12,936
– – 0.3% 76
2020
Q1 		$1.37M Sell
12,936
-418
-3% -$52.9K 0.33% 78
2019
Q4 		$1.71M Sell
13,354
-79
-0.6% -$10.3K 0.31% 79
2019
Q3 		$1.87M Sell
13,433
-1,225
-8% -$165K 0.37% 75
2019
Q2 		$1.93M Sell
14,658
-706
-5% -$92.7K 0.39% 76
2019
Q1 		$2.07M Sell
15,364
-313
-2% -$39.9K 0.43% 73
2018
Q4 		$1.7M Buy
15,677
+848
+6% +$102K 0.39% 75
2018
Q3 		$2.14M Sell
14,829
-837
-5% -$117K 0.44% 71
2018
Q2 		$2.09M Hold
15,666
– – 0.43% 74
2018
Q1 		$2.3M Sell
15,666
-96
-0.6% -$14.5K 0.49% 67
2017
Q4 		$2.31M Sell
15,762
-52
-0.3% -$7.56K 0.48% 71
2017
Q3 		$2.19M Sell
15,814
-4,353
-22% -$606K 0.48% 73
2017
Q2 		$2.97M Sell
20,167
-2,773
-12% -$418K 0.67% 52
2017
Q1 		$3.82M Sell
22,940
-206
-0.9% -$34.5K 0.92% 32
2016
Q4 		$3.67M Sell
23,146
-314
-1% -$47.8K 0.98% 31
2016
Q3 		$3.56M Sell
23,460
-1,176
-5% -$178K 0.97% 32
2016
Q2 		$3.58M Buy
+24,636
New +$3.53M 0.99% 33
2014
Q1 		$3.57M Buy
+24,684
New +$4.35M 0.98% 34

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Whitegate Investment Counselors's IBM Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of IBM (IBM) in Q4 2021, closing a stake of 12,159 shares — an estimated $1.61M sold.

Whitegate Investment Counselors first reported a position in IBM in Q1 2014 and held it in 23 quarters. The position peaked at $3.82M in Q1 2017. 2,351 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining IBM position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 12,159 IBM shares in Q4 2021, an estimated $1.61M.
  • Whitegate Investment Counselors first reported a position in IBM in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's IBM position peaked at $3.82M in Q1 2017.
  • 2,351 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.