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Clifford Capital Partners’s IBM IBM Stock Holding History

Clifford Capital Partners’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
2021
Q3 		– Sell
-22,211
Closed -$3.11M – 43
2021
Q2 		$3.11M Buy
22,211
+1,105
+5% +$151K 2.91% 17
2021
Q1 		$2.69M Sell
21,106
-53,454
-72% -$6.4M 2.79% 20
2020
Q4 		$8.97M Buy
74,560
+12,874
+21% +$1.49M 3.51% 11
2020
Q3 		$7.17M Buy
61,686
+766
+1% +$90.2K 3.47% 8
2020
Q2 		$7.03M Buy
60,920
+174
+0.3% +$20.2K 3.63% 10
2020
Q1 		$6.44M Sell
60,746
-92
-0.2% -$11.6K 4.15% 6
2019
Q4 		$7.8M Buy
60,838
+13,411
+28% +$1.74M 3.57% 10
2019
Q3 		$6.59M Buy
47,427
+163
+0.3% +$22K 3.18% 12
2019
Q2 		$6.23M Buy
47,264
+1,536
+3% +$202K 3.01% 19
2019
Q1 		$6.17M Buy
45,728
+880
+2% +$112K 3.06% 17
2018
Q4 		$4.87M Buy
44,848
+20,106
+81% +$2.41M 2.9% 18
2018
Q3 		$3.58M Buy
24,742
+784
+3% +$110K 3.39% 11
2018
Q2 		$3.2M Buy
23,958
+5,465
+30% +$762K 3.33% 14
2018
Q1 		$2.71M Buy
18,493
+126
+0.7% +$19.1K 2.86% 20
2017
Q4 		$2.69M Buy
+18,367
New +$2.67M 2.98% 19

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Clifford Capital Partners's IBM Position: Q3 2021 in Review

Clifford Capital Partners sold out of IBM (IBM) in Q3 2021, closing a stake of 22,211 shares — an estimated $3.11M sold.

Clifford Capital Partners first reported a position in IBM in Q4 2017 and held it in 15 quarters. The position peaked at $8.97M in Q4 2020. 2,163 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

  • Clifford Capital Partners reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
  • Clifford Capital Partners sold 22,211 IBM shares in Q3 2021, an estimated $3.11M.
  • Clifford Capital Partners first reported a position in IBM in Q4 2017 and held it in 15 quarters.
  • Clifford Capital Partners's IBM position peaked at $8.97M in Q4 2020.
  • 2,163 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Clifford Capital Partners's 13F filing for Q3 2021, filed 15 Nov 2021.