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Moon Capital Management (Tennessee)’s IBM IBM Stock Holding History

Moon Capital Management (Tennessee)’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
Q3 		– Sell
-2,652
Closed -$350K – 45
2019
Q2 		$350K Hold
2,652
– – 0.38% 35
2019
Q1 		$358K Hold
2,652
– – 0.41% 37
2018
Q4 		$288K Hold
2,652
– – 0.36% 38
2018
Q3 		$388K Buy
2,652
+37
+1% +$5.17K 0.39% 36
2018
Q2 		$349K Hold
2,615
– – 0.37% 36
2018
Q1 		$384K Sell
2,615
-209
-7% -$31.6K 0.45% 31
2017
Q4 		$414K Hold
2,824
– – 0.42% 33
2017
Q3 		$392K Hold
2,824
– – 0.45% 31
2017
Q2 		$415K Hold
2,824
– – 0.45% 33
2017
Q1 		$470K Sell
2,824
-210
-7% -$35.2K 0.55% 29
2016
Q4 		$481K Sell
3,034
-13,253
-81% -$2.02M 0.75% 26
2016
Q3 		$2.47M Sell
16,287
-617
-4% -$93.6K 3.42% 14
2016
Q2 		$2.45M Sell
16,904
-53
-0.3% -$7.59K 3.06% 16
2016
Q1 		$2.46M Buy
16,957
+131
+0.8% +$16.7K 3.13% 15
2015
Q4 		$2.21M Buy
16,826
+2,977
+21% +$400K 2.93% 16
2015
Q3 		$1.92M Sell
13,849
-3,084
-18% -$455K 2.77% 15
2015
Q2 		$2.63M Sell
16,933
-68
-0.4% -$10.9K 3.6% 13
2015
Q1 		$2.61M Buy
17,001
+189
+1% +$28.7K 4.02% 12
2014
Q4 		$2.58M Buy
16,812
+13,221
+368% +$2.1M 3.67% 12
2014
Q3 		$652K Hold
3,591
– – 1.08% 19
2014
Q2 		$622K Sell
3,591
-41
-1% -$7.38K 0.98% 21
2014
Q1 		$668K Sell
3,632
-26
-0.7% -$4.58K 0.9% 25
2013
Q4 		$656K Hold
3,658
– – 0.94% 25
2013
Q3 		$648K Buy
+3,658
New +$665K 0.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moon Capital Management (Tennessee)'s IBM Position: Q3 2019 in Review

Moon Capital Management (Tennessee) sold out of IBM (IBM) in Q3 2019, closing a stake of 2,652 shares — an estimated $350K sold.

Moon Capital Management (Tennessee) first reported a position in IBM in Q3 2013 and held it in 24 quarters. The position peaked at $2.63M in Q2 2015. 1,960 funds tracked by Wall St. Rank hold IBM as of Q3 2019.

  • Moon Capital Management (Tennessee) reported no remaining IBM position as of Q3 2019 after selling out during the quarter.
  • Moon Capital Management (Tennessee) sold 2,652 IBM shares in Q3 2019, an estimated $350K.
  • Moon Capital Management (Tennessee) first reported a position in IBM in Q3 2013 and held it in 24 quarters.
  • Moon Capital Management (Tennessee)'s IBM position peaked at $2.63M in Q2 2015.
  • 1,960 funds tracked by Wall St. Rank held IBM as of Q3 2019.

Based on Moon Capital Management (Tennessee)'s 13F filing for Q3 2019, filed 7 Oct 2019.