CWH Capital Management’s IBM IBM Stock Holding History

CWH 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	$627K	Buy	5,206 +2,279	+78%	+$263K	0.26%	53
2020 Q3	$340K	Buy	2,927 +884	+43%	+$104K	0.15%	50
2020 Q2	$236K	Buy	+2,043	New	+$237K	0.11%	50

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CWH Capital Management increased its IBM (IBM) stake by 78% in Q4 2020, buying an estimated $263K and bringing the position to 5,206 shares worth $627K. The position accounts for 0.26% of the portfolio, ranked #53.

CWH Capital Management first reported a position in IBM in Q2 2020 and has held it in 3 quarters since. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

CWH Capital Management held 5,206 shares of IBM worth $627K as of Q4 2020.
CWH Capital Management bought 2,279 IBM shares in Q4 2020, an estimated $263K.
IBM made up 0.26% of CWH Capital Management's portfolio in Q4 2020, its #53 holding.
CWH Capital Management first reported a position in IBM in Q2 2020 and has held it in 3 quarters since.
2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.