Elkhorn Partners’s IBM IBM Stock Holding History

Elkhorn 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
2020 Q4	–	Sell	-105	Closed	-$12K	–	42
2020 Q3	$12K	Buy	+105	New	+$12.4K	0.01%	38
2015 Q4	–	Sell	-1,569	Closed	-$217K	–	51
2015 Q3	$217K	Buy	+1,569	New	+$232K	0.13%	40

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Elkhorn Partners's IBM Position: Q4 2020 in Review

Elkhorn Partners sold out of IBM (IBM) in Q4 2020, closing a stake of 105 shares — an estimated $12K sold.

Elkhorn Partners first reported a position in IBM in Q3 2015 and held it in 2 quarters. The position peaked at $217K in Q3 2015. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

Elkhorn Partners reported no remaining IBM position as of Q4 2020 after selling out during the quarter.
Elkhorn Partners sold 105 IBM shares in Q4 2020, an estimated $12K.
Elkhorn Partners first reported a position in IBM in Q3 2015 and held it in 2 quarters.
Elkhorn Partners's IBM position peaked at $217K in Q3 2015.
2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Elkhorn Partners's 13F filing for Q4 2020, filed 12 Feb 2021.