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Alex Sacerdote’s IBM IBM Stock Holding History

Alex Sacerdote’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
2015
Q2 		– Sell
-193,301
Closed -$29.7M – 35
2015
Q1 		$29.7M Sell
193,301
-104
-0.1% -$15.8K 3.04% 17
2014
Q4 		$29.7M Hold
193,405
– – 3.39% 15
2014
Q3 		$35.1M Hold
193,405
– – 4.55% 13
2014
Q2 		$6.5M Sell
193,405
-628
-0.3% -$113K 0.84% 27
2014
Q1 		$35.7M Sell
194,033
-314
-0.2% -$55.3K 6% 5
2013
Q4 		$34.9M Buy
+194,347
New +$33.5M 5.5% 6

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alex Sacerdote's IBM Position: Q3 2022 in Review

Alex Sacerdote sold out of IBM (IBM) in Q3 2022, closing a stake of 423,363 shares — an estimated $59.8M sold.

Alex Sacerdote first reported a position in IBM in Q2 2022 and held it in 1 quarter. The position peaked at $59.8M in Q2 2022. 2,287 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Alex Sacerdote reported no remaining IBM position as of Q3 2022 after selling out during the quarter.
  • Alex Sacerdote sold 423,363 IBM shares in Q3 2022, an estimated $59.8M.
  • Alex Sacerdote first reported a position in IBM in Q2 2022 and held it in 1 quarter.
  • Alex Sacerdote's IBM position peaked at $59.8M in Q2 2022.
  • 2,287 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Whale Rock Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.