Aristotle Capital Management
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Aristotle Capital Management’s IBM IBM Stock Holding History

Aristotle 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
2018
Q2 		– Sell
-84
Closed -$12K – 186
2018
Q1 		$12K Buy
+84
New +$12.7K ﹤0.01% 210
2015
Q2 		– Sell
-1,532
Closed -$235K – 134
2015
Q1 		$235K Hold
1,532
– – ﹤0.01% 129
2014
Q4 		$235K Sell
1,532
-53
-3% -$8.43K ﹤0.01% 133
2014
Q3 		$288K Sell
1,585
-43,123
-96% -$7.86M ﹤0.01% 125
2014
Q2 		$7.75M Buy
44,708
+42,804
+2,248% +$7.7M 0.1% 89
2014
Q1 		$350K Sell
1,904
-533,832
-100% -$94M 0.01% 123
2013
Q4 		$96.1M Buy
535,736
+77,858
+17% +$13.4M 1.53% 40
2013
Q3 		$81.1M Buy
457,878
+115,755
+34% +$21M 1.62% 41
2013
Q2 		$62.5M Buy
+342,123
New +$66.6M 1.72% 38

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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Aristotle Capital Management's IBM Position: Q2 2018 in Review

Aristotle Capital Management sold out of IBM (IBM) in Q2 2018, closing a stake of 84 shares — an estimated $12K sold.

Aristotle Capital Management first reported a position in IBM in Q2 2013 and held it in 9 quarters. The position peaked at $96.1M in Q4 2013. 1,945 funds tracked by Wall St. Rank hold IBM as of Q2 2018.

  • Aristotle Capital Management reported no remaining IBM position as of Q2 2018 after selling out during the quarter.
  • Aristotle Capital Management sold 84 IBM shares in Q2 2018, an estimated $12K.
  • Aristotle Capital Management first reported a position in IBM in Q2 2013 and held it in 9 quarters.
  • Aristotle Capital Management's IBM position peaked at $96.1M in Q4 2013.
  • 1,945 funds tracked by Wall St. Rank held IBM as of Q2 2018.

Based on Aristotle Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.