Fulcrum Capital’s IBM IBM Stock Holding History

Fulcrum Capital’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
2019 Q4	–	Sell	-1,443	Closed	-$201K	–	74
2019 Q3	$201K	Buy	+1,443	New	+$195K	0.07%	75

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fulcrum Capital's IBM Position: Q4 2019 in Review

Fulcrum Capital sold out of IBM (IBM) in Q4 2019, closing a stake of 1,443 shares — an estimated $201K sold.

Fulcrum Capital first reported a position in IBM in Q3 2019 and held it in 1 quarter. The position peaked at $201K in Q3 2019. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

Fulcrum Capital reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
Fulcrum Capital sold 1,443 IBM shares in Q4 2019, an estimated $201K.
Fulcrum Capital first reported a position in IBM in Q3 2019 and held it in 1 quarter.
Fulcrum Capital's IBM position peaked at $201K in Q3 2019.
2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Fulcrum Capital's 13F filing for Q4 2019, filed 3 Feb 2020.