Yorktown Management & Research Company’s IBM IBM Stock Holding History

Yorktown Management & Research 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
2019 Q2	–	Sell	-20,920	Closed	-$2.82M	–	323
2019 Q1	$2.82M	Sell	20,920 -26,150	-56%	-$3.33M	0.91%	20
2018 Q4	$5.12M	Hold	47,070	–	–	1.7%	8
2018 Q3	$6.8M	Hold	47,070	–	–	1.99%	6
2018 Q2	$6.29M	Sell	47,070 -1,569	-3%	-$219K	1.82%	7
2018 Q1	$7.13M	Hold	48,639	–	–	2.11%	5
2017 Q4	$7.13M	Buy	48,639 +47,070	+3,000%	+$6.84M	2.06%	4
2017 Q3	$218K	Hold	1,569	–	–	0.06%	354
2017 Q2	$231K	Hold	1,569	–	–	0.07%	260
2017 Q1	$261K	Hold	1,569	–	–	0.07%	232
2016 Q4	$249K	Buy	+1,569	New	+$239K	0.06%	255
2015 Q4	–	Sell	-14,121	Closed	-$1.96M	–	420
2015 Q3	$1.96M	Buy	+14,121	New	+$2.09M	0.32%	120

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Yorktown Management & Research Company's IBM Position: Q2 2019 in Review

Yorktown Management & Research Company sold out of IBM (IBM) in Q2 2019, closing a stake of 20,920 shares — an estimated $2.82M sold.

Yorktown Management & Research Company first reported a position in IBM in Q3 2015 and held it in 11 quarters. The position peaked at $7.13M in Q1 2018. 1,950 funds tracked by Wall St. Rank hold IBM as of Q2 2019.

Yorktown Management & Research Company reported no remaining IBM position as of Q2 2019 after selling out during the quarter.
Yorktown Management & Research Company sold 20,920 IBM shares in Q2 2019, an estimated $2.82M.
Yorktown Management & Research Company first reported a position in IBM in Q3 2015 and held it in 11 quarters.
Yorktown Management & Research Company's IBM position peaked at $7.13M in Q1 2018.
1,950 funds tracked by Wall St. Rank held IBM as of Q2 2019.

Based on Yorktown Management & Research Company's 13F filing for Q2 2019, filed 2 Aug 2019.