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Alta Capital Management’s IBM IBM Stock Holding History

Alta 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
2020
Q4 		– Sell
-24,332
Closed -$2.83M – 88
2020
Q3 		$2.83M Buy
24,332
+1,401
+6% +$165K 0.09% 58
2020
Q2 		$2.65M Buy
22,931
+2,230
+11% +$259K 0.09% 56
2020
Q1 		$2.19M Buy
20,701
+9,415
+83% +$1.19M 0.09% 59
2019
Q4 		$1.45M Buy
11,286
+440
+4% +$57.2K 0.09% 61
2019
Q3 		$1.51M Sell
10,846
-1,302
-11% -$176K 0.1% 56
2019
Q2 		$1.6M Buy
12,148
+405
+3% +$53.2K 0.09% 57
2019
Q1 		$1.58M Buy
11,743
+2,422
+26% +$309K 0.09% 53
2018
Q4 		$1.01M Sell
9,321
-1,655
-15% -$199K 0.07% 58
2018
Q3 		$1.59M Buy
10,976
+767
+8% +$107K 0.09% 52
2018
Q2 		$1.36M Buy
10,209
+230
+2% +$32.1K 0.08% 53
2018
Q1 		$1.46M Buy
+9,979
New +$1.51M 0.09% 50

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

Alta Capital Management's IBM Position: Q4 2020 in Review

Alta Capital Management sold out of IBM (IBM) in Q4 2020, closing a stake of 24,332 shares — an estimated $2.83M sold.

Alta Capital Management first reported a position in IBM in Q1 2018 and held it in 11 quarters. The position peaked at $2.83M in Q3 2020. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

  • Alta Capital Management reported no remaining IBM position as of Q4 2020 after selling out during the quarter.
  • Alta Capital Management sold 24,332 IBM shares in Q4 2020, an estimated $2.83M.
  • Alta Capital Management first reported a position in IBM in Q1 2018 and held it in 11 quarters.
  • Alta Capital Management's IBM position peaked at $2.83M in Q3 2020.
  • 2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Alta Capital Management's 13F filing for Q4 2020, filed 29 Jan 2021.