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Eagle Ridge Investment Management’s IBM IBM Stock Holding History

Eagle Ridge Investment 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
2018
Q4 		– Sell
-1,669
Closed -$241K – 165
2018
Q3 		$241K Hold
1,669
– – 0.03% 153
2018
Q2 		$223K Hold
1,669
– – 0.03% 157
2018
Q1 		$245K Sell
1,669
-1,637
-50% -$248K 0.04% 154
2017
Q4 		$485K Sell
3,306
-23
-0.7% -$3.35K 0.07% 114
2017
Q3 		$462K Buy
3,329
+75
+2% +$10.4K 0.08% 111
2017
Q2 		$242K Buy
3,254
+1,317
+68% +$199K 0.05% 115
2017
Q1 		$323K Buy
+1,937
New +$325K 0.06% 106

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eagle Ridge Investment Management's IBM Position: Q4 2018 in Review

Eagle Ridge Investment Management sold out of IBM (IBM) in Q4 2018, closing a stake of 1,669 shares — an estimated $241K sold.

Eagle Ridge Investment Management first reported a position in IBM in Q1 2017 and held it in 7 quarters. The position peaked at $485K in Q4 2017. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

  • Eagle Ridge Investment Management reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 1,669 IBM shares in Q4 2018, an estimated $241K.
  • Eagle Ridge Investment Management first reported a position in IBM in Q1 2017 and held it in 7 quarters.
  • Eagle Ridge Investment Management's IBM position peaked at $485K in Q4 2017.
  • 1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.