GVO Asset Management’s IBM IBM Stock Holding History

GVO Asset 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
2020 Q3	–	Sell	-43,932	Closed	-$5.07M	–	24
2020 Q2	$5.07M	Buy	+43,932	New	+$5.1M	2.09%	15
2014 Q4	–	Sell	-571,984	Closed	-$104M	–	12
2014 Q3	$104M	Hold	571,984	–	–	10.89%	4
2014 Q2	$99.1M	Buy	+571,984	New	+$103M	10.83%	5

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

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

GVO Asset Management's IBM Position: Q3 2020 in Review

GVO Asset Management sold out of IBM (IBM) in Q3 2020, closing a stake of 43,932 shares — an estimated $5.07M sold.

GVO Asset Management first reported a position in IBM in Q2 2014 and held it in 3 quarters. The position peaked at $104M in Q3 2014. 1,992 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

GVO Asset Management reported no remaining IBM position as of Q3 2020 after selling out during the quarter.
GVO Asset Management sold 43,932 IBM shares in Q3 2020, an estimated $5.07M.
GVO Asset Management first reported a position in IBM in Q2 2014 and held it in 3 quarters.
GVO Asset Management's IBM position peaked at $104M in Q3 2014.
1,992 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on GVO Asset Management's 13F filing for Q3 2020, filed 28 Oct 2020.