DCF Advisers’s IBM IBM Stock Holding History

DCF Advisers’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	-5,230	Closed	-$733K	–	88
2021 Q2	$733K	Sell	5,230 -1,569	-23%	-$215K	0.26%	58
2021 Q1	$866K	Buy	+6,799	New	+$814K	0.38%	54
2020 Q4	–	Sell	-7,845	Closed	-$913K	–	96
2020 Q3	$913K	Hold	7,845	–	–	0.47%	46
2020 Q2	$906K	Hold	7,845	–	–	0.51%	42
2020 Q1	$832K	Buy	+7,845	New	+$992K	0.54%	33

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

DCF Advisers's IBM Position: Q3 2021 in Review

DCF Advisers sold out of IBM (IBM) in Q3 2021, closing a stake of 5,230 shares — an estimated $733K sold.

DCF Advisers first reported a position in IBM in Q1 2020 and held it in 5 quarters. The position peaked at $913K in Q3 2020. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

DCF Advisers reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
DCF Advisers sold 5,230 IBM shares in Q3 2021, an estimated $733K.
DCF Advisers first reported a position in IBM in Q1 2020 and held it in 5 quarters.
DCF Advisers's IBM position peaked at $913K in Q3 2020.
2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on DCF Advisers's 13F filing for Q3 2021, filed 15 Nov 2021.