Zimmer Partners’s IBM IBM Stock Holding History

Zimmer Partners’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
2023 Q3	–	Sell	-50,000	Closed	-$6.69M	–	142
2023 Q2	$6.69M	Buy	+50,000	New	+$6.45M	0.16%	69

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zimmer Partners's IBM Position: Q3 2023 in Review

Zimmer Partners sold out of IBM (IBM) in Q3 2023, closing a stake of 50,000 shares — an estimated $6.69M sold.

Zimmer Partners first reported a position in IBM in Q2 2023 and held it in 1 quarter. The position peaked at $6.69M in Q2 2023. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Zimmer Partners reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
Zimmer Partners sold 50,000 IBM shares in Q3 2023, an estimated $6.69M.
Zimmer Partners first reported a position in IBM in Q2 2023 and held it in 1 quarter.
Zimmer Partners's IBM position peaked at $6.69M in Q2 2023.
2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Zimmer Partners's 13F filing for Q3 2023, filed 14 Nov 2023.