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Winton Capital Management’s IBM IBM Stock Holding History

Winton Capital 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
2014
Q1 		$1.07M Sell
5,791
-18,000
-76% -$3.17M 0.01% 526
2013
Q4 		$4.27M Sell
23,791
-49,563
-68% -$8.55M 0.04% 383
2013
Q3 		$13M Sell
73,354
-10,982
-13% -$2M 0.16% 230
2013
Q2 		$15.4M Buy
+84,336
New +$16.4M 0.19% 197

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Winton Capital Management's IBM Position: Q1 2014 in Review

Winton Capital Management reduced its IBM (IBM) stake by 76% in Q1 2014, selling an estimated $3.17M and leaving 5,791 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #526.

Winton Capital Management first reported a position in IBM in Q2 2013 and has held it in 4 quarters since. The position peaked at $15.4M in Q2 2013. 1,731 funds tracked by Wall St. Rank hold IBM as of Q1 2014.

  • Winton Capital Management held 5,791 shares of IBM worth $1.07M as of Q1 2014.
  • Winton Capital Management sold 18,000 IBM shares in Q1 2014, an estimated $3.17M.
  • IBM made up 0.01% of Winton Capital Management's portfolio in Q1 2014, its #526 holding.
  • Winton Capital Management first reported a position in IBM in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's IBM position peaked at $15.4M in Q2 2013.
  • 1,731 funds tracked by Wall St. Rank held IBM as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.