Echo Street Capital Management’s IBM IBM Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-1,554	Closed	-$218K	–	203
2023 Q3	$218K	Buy	+1,554	New	+$221K	﹤0.01%	422
2023 Q2	–	Sell	-3,707	Closed	-$486K	–	521
2023 Q1	$486K	Buy	3,707 +1,013	+38%	+$136K	﹤0.01%	267
2022 Q4	$380K	Buy	+2,694	New	+$372K	﹤0.01%	359

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Echo Street Capital Management's IBM Position: Q4 2023 in Review

Echo Street Capital Management sold out of IBM (IBM) in Q4 2023, closing a stake of 1,554 shares — an estimated $218K sold.

Echo Street Capital Management first reported a position in IBM in Q4 2022 and held it in 3 quarters. The position peaked at $486K in Q1 2023. 2,680 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

Echo Street Capital Management reported no remaining IBM position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,554 IBM shares in Q4 2023, an estimated $218K.
Echo Street Capital Management first reported a position in IBM in Q4 2022 and held it in 3 quarters.
Echo Street Capital Management's IBM position peaked at $486K in Q1 2023.
2,680 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.