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Cedar Capital’s IBM IBM Stock Holding History

Cedar Capital’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
-23,100
Closed -$2.69M – 111
2020
Q3 		$2.69M Sell
23,100
-2,511
-10% -$296K 0.89% 42
2020
Q2 		$2.96M Sell
25,611
-8,963
-26% -$1.04M 1.13% 30
2020
Q1 		$3.67M Buy
34,574
+28,533
+472% +$3.61M 1.73% 18
2019
Q4 		$774K Sell
6,041
-13,060
-68% -$1.7M 0.36% 94
2019
Q3 		$2.66M Sell
19,101
-4,724
-20% -$637K 1.24% 18
2019
Q2 		$3.14M Buy
23,825
+7,399
+45% +$972K 1.34% 18
2019
Q1 		$2.22M Sell
16,426
-3,309
-17% -$422K 0.98% 22
2018
Q4 		$2.15M Sell
19,735
-229
-1% -$27.5K 1.09% 19
2018
Q3 		$2.89M Buy
19,964
+3,654
+22% +$511K 1.12% 19
2018
Q2 		$2.18M Buy
16,310
+5,542
+51% +$773K 0.96% 21
2018
Q1 		$1.58M Buy
10,768
+4,800
+80% +$726K 0.74% 21
2017
Q4 		$875K Buy
5,968
+2,186
+58% +$318K 0.42% 37
2017
Q3 		$525K Buy
3,782
+843
+29% +$117K 0.25% 43
2017
Q2 		$432K Buy
2,939
+470
+19% +$70.9K 0.19% 41
2017
Q1 		$411K Sell
2,469
-147
-6% -$24.6K 0.17% 44
2016
Q4 		$415K Buy
2,616
+618
+31% +$94.1K 0.16% 49
2016
Q3 		$303K Sell
1,998
-2,905
-59% -$441K 0.11% 75
2016
Q2 		$711K Sell
4,903
-305
-6% -$43.7K 0.23% 41
2016
Q1 		$754K Buy
5,208
+158
+3% +$20.2K 0.22% 42
2015
Q4 		$664K Buy
+5,050
New +$678K 0.15% 47

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

Cedar Capital's IBM Position: Q4 2020 in Review

Cedar Capital sold out of IBM (IBM) in Q4 2020, closing a stake of 23,100 shares — an estimated $2.69M sold.

Cedar Capital first reported a position in IBM in Q4 2015 and held it in 20 quarters. The position peaked at $3.67M in Q1 2020. 2,135 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

  • Cedar Capital reported no remaining IBM position as of Q4 2020 after selling out during the quarter.
  • Cedar Capital sold 23,100 IBM shares in Q4 2020, an estimated $2.69M.
  • Cedar Capital first reported a position in IBM in Q4 2015 and held it in 20 quarters.
  • Cedar Capital's IBM position peaked at $3.67M in Q1 2020.
  • 2,135 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Cedar Capital's 13F filing for Q4 2020, filed 5 Feb 2021.