Capital Square’s IBM IBM Stock Holding History

Capital Square’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 Q2	–	Sell	-847	Closed	-$90K	–	202
2020 Q1	$90K	Buy	+847	New	+$107K	0.1%	152

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Capital Square's IBM Position: Q2 2020 in Review

Capital Square sold out of IBM (IBM) in Q2 2020, closing a stake of 847 shares — an estimated $90K sold.

Capital Square first reported a position in IBM in Q1 2020 and held it in 1 quarter. The position peaked at $90K in Q1 2020. 1,993 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

Capital Square reported no remaining IBM position as of Q2 2020 after selling out during the quarter.
Capital Square sold 847 IBM shares in Q2 2020, an estimated $90K.
Capital Square first reported a position in IBM in Q1 2020 and held it in 1 quarter.
Capital Square's IBM position peaked at $90K in Q1 2020.
1,993 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.