Harvey Capital Management’s IBM IBM Stock Holding History

Harvey 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
2021 Q3	–	Sell	-6,626	Closed	-$928K	–	84
2021 Q2	$928K	Sell	6,626 -544	-8%	-$74.4K	0.31%	52
2021 Q1	$913K	Sell	7,170 -419	-6%	-$50.1K	0.33%	53
2020 Q4	$913K	Sell	7,589 -14,874	-66%	-$1.72M	0.37%	49
2020 Q3	$2.61M	Buy	+22,463	New	+$2.64M	1.17%	34
2020 Q1	–	Sell	-2,113	Closed	-$270K	–	73
2019 Q4	$270K	Sell	2,113 -31	-1%	-$4.03K	0.12%	70
2019 Q3	$298K	Sell	2,144 -126	-6%	-$17K	0.15%	69
2019 Q2	$299K	Sell	2,270 -219	-9%	-$28.8K	0.14%	70
2019 Q1	$335K	Sell	2,489 -1,674	-40%	-$213K	0.16%	67
2018 Q4	$452K	Sell	4,163 -8,577	-67%	-$1.03M	0.24%	59
2018 Q3	$1.84M	Sell	12,740 -523	-4%	-$73.1K	0.73%	36
2018 Q2	$1.77M	Sell	13,263 -445	-3%	-$62.1K	0.7%	38
2018 Q1	$2.01M	Buy	+13,708	New	+$2.07M	0.75%	40
2014 Q1	–	Sell	-12,029	Closed	-$2.16M	–	78
2013 Q4	$2.16M	Buy	12,029 +6,799	+130%	+$1.17M	0.89%	33
2013 Q3	$925K	Sell	5,230 -209	-4%	-$38K	0.47%	37
2013 Q2	$993K	Buy	+5,439	New	+$1.06M	0.62%	36

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Harvey Capital Management's IBM Position: Q3 2021 in Review

Harvey Capital Management sold out of IBM (IBM) in Q3 2021, closing a stake of 6,626 shares — an estimated $928K sold.

Harvey Capital Management first reported a position in IBM in Q2 2013 and held it in 15 quarters. The position peaked at $2.61M in Q3 2020. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

Harvey Capital Management reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
Harvey Capital Management sold 6,626 IBM shares in Q3 2021, an estimated $928K.
Harvey Capital Management first reported a position in IBM in Q2 2013 and held it in 15 quarters.
Harvey Capital Management's IBM position peaked at $2.61M in Q3 2020.
2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Harvey Capital Management's 13F filing for Q3 2021, filed 25 Oct 2021.