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Winslow Evans & Crocker’s IBM IBM Stock Holding History

Winslow Evans & Crocker’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
Q4 		$841K Buy
15,157
+4,455
+42% +$515K 0.16% 143
2020
Q3 		$1.25M Sell
10,702
-215
-2% -$25.3K 0.31% 68
2020
Q2 		$1.26M Sell
10,917
-641
-6% -$74.4K 0.34% 63
2020
Q1 		$1.23M Buy
11,558
+3,937
+52% +$498K 0.4% 61
2019
Q4 		$980K Sell
7,621
-578
-7% -$75.1K 0.25% 90
2019
Q3 		$1.14M Buy
8,199
+613
+8% +$82.7K 0.32% 74
2019
Q2 		$1M Buy
7,586
+1,505
+25% +$198K 0.28% 83
2019
Q1 		$822K Buy
6,081
+265
+5% +$33.8K 0.23% 95
2018
Q4 		$634K Buy
5,816
+3,504
+152% +$421K 0.21% 106
2018
Q3 		$336K Buy
2,312
+74
+3% +$10.3K 0.1% 195
2018
Q2 		$302K Hold
2,238
– – 0.09% 202
2018
Q1 		$328K Buy
2,238
+523
+30% +$79.1K 0.11% 189
2017
Q4 		$252K Hold
1,715
– – 0.08% 227
2017
Q3 		$238K Sell
1,715
-1,515
-47% -$211K 0.08% 228
2017
Q2 		$497K Sell
3,230
-718
-18% -$108K 0.14% 172
2017
Q1 		$657K Buy
3,948
+498
+14% +$83.5K 0.21% 111
2016
Q4 		$547K Sell
3,450
-2,209
-39% -$336K 0.17% 132
2016
Q3 		$859K Buy
5,659
+2,092
+59% +$317K 0.25% 92
2016
Q2 		$518K Sell
3,567
-50
-1% -$7.16K 0.15% 145
2016
Q1 		$524K Buy
3,617
+2
+0.1% +$255 0.16% 140
2015
Q4 		$476K Buy
3,615
+287
+9% +$38.6K 0.14% 161
2015
Q3 		$461K Sell
3,328
-115
-3% -$17K 0.14% 149
2015
Q2 		$535K Sell
3,443
-55
-2% -$8.84K 0.15% 155
2015
Q1 		$537K Sell
3,498
-939
-21% -$142K 0.15% 149
2014
Q4 		$680K Buy
4,437
+366
+9% +$58.2K 0.19% 116
2014
Q3 		$739K Buy
4,071
+1,306
+47% +$238K 0.21% 115
2014
Q2 		$479K Buy
2,765
+46
+2% +$8.28K 0.16% 159
2014
Q1 		$500K Buy
2,719
+154
+6% +$27.1K 0.17% 141
2013
Q4 		$460K Buy
+2,565
New +$442K 0.16% 157

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winslow Evans & Crocker's IBM Position: Q4 2020 in Review

Winslow Evans & Crocker increased its IBM (IBM) stake by 42% in Q4 2020, buying an estimated $515K and bringing the position to 15,157 shares worth $841K. The position accounts for 0.16% of the portfolio, ranked #143.

Winslow Evans & Crocker first reported a position in IBM in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.26M in Q2 2020. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

  • Winslow Evans & Crocker held 15,157 shares of IBM worth $841K as of Q4 2020.
  • Winslow Evans & Crocker bought 4,455 IBM shares in Q4 2020, an estimated $515K.
  • IBM made up 0.16% of Winslow Evans & Crocker's portfolio in Q4 2020, its #143 holding.
  • Winslow Evans & Crocker first reported a position in IBM in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's IBM position peaked at $1.26M in Q2 2020.
  • 2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.