Holocene Advisors’s IBM IBM Stock Holding History

Holocene Advisors’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
2018 Q4	–	Sell	-475,930	Closed	-$68.8M	–	731
2018 Q3	$68.8M	Buy	475,930 +214,430	+82%	+$30M	1.11%	28
2018 Q2	$34.9M	Buy	+261,500	New	+$36.5M	0.74%	48

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Holocene Advisors's IBM Position: Q4 2024 in Review

Holocene Advisors sold out of IBM (IBM) in Q4 2024, closing a stake of 2,593,208 shares — an estimated $573M sold.

Holocene Advisors first reported a position in IBM in Q4 2017 and held it in 2 quarters. The position peaked at $573M in Q3 2024. 3,139 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

Holocene Advisors reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
Holocene Advisors sold 2,593,208 IBM shares in Q4 2024, an estimated $573M.
Holocene Advisors first reported a position in IBM in Q4 2017 and held it in 2 quarters.
Holocene Advisors's IBM position peaked at $573M in Q3 2024.
3,139 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Holocene Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.