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Greenwich Investment Management’s IBM IBM Stock Holding History

Greenwich 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
2022
Q3 		– Sell
-1,509
Closed -$213K – 52
2022
Q2 		$213K Buy
+1,509
New +$204K 0.15% 50
2022
Q1 		– Sell
-1,509
Closed -$202K – 72
2021
Q4 		$202K Buy
+1,509
New +$189K 0.14% 69
2014
Q1 		– Sell
-1,752
Closed -$314K – 38
2013
Q4 		$314K Buy
+1,752
New +$302K 0.21% 29

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greenwich Investment Management's IBM Position: Q3 2022 in Review

Greenwich Investment Management sold out of IBM (IBM) in Q3 2022, closing a stake of 1,509 shares — an estimated $213K sold.

Greenwich Investment Management first reported a position in IBM in Q4 2013 and held it in 3 quarters. The position peaked at $314K in Q4 2013. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Greenwich Investment Management reported no remaining IBM position as of Q3 2022 after selling out during the quarter.
  • Greenwich Investment Management sold 1,509 IBM shares in Q3 2022, an estimated $213K.
  • Greenwich Investment Management first reported a position in IBM in Q4 2013 and held it in 3 quarters.
  • Greenwich Investment Management's IBM position peaked at $314K in Q4 2013.
  • 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Greenwich Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.