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Norman Fields Gottscho Capital Management’s IBM IBM Stock Holding History

Norman Fields Gottscho 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
2019
Q1 		– Sell
-8,216
Closed -$893K – 74
2018
Q4 		$893K Hold
8,216
– – 0.52% 38
2018
Q3 		$1.19M Sell
8,216
-53
-0.6% -$7.41K 0.59% 38
2018
Q2 		$1.1M Hold
8,269
– – 0.59% 37
2018
Q1 		$1.21M Buy
8,269
+358
+5% +$54.2K 0.66% 36
2017
Q4 		$1.16M Hold
7,911
– – 0.64% 35
2017
Q3 		$1.1M Sell
7,911
-209
-3% -$29.1K 0.66% 36
2017
Q2 		$1.19M Hold
8,120
– – 0.75% 32
2017
Q1 		$1.35M Sell
8,120
-209
-3% -$35K 0.85% 30
2016
Q4 		$1.32M Hold
8,329
– – 0.9% 29
2016
Q3 		$1.26M Sell
8,329
-879
-10% -$133K 0.84% 29
2016
Q2 		$1.34M Sell
9,208
-105
-1% -$15K 0.93% 24
2016
Q1 		$1.35M Hold
9,313
– – 0.9% 27
2015
Q4 		$1.23M Sell
9,313
-209
-2% -$28.1K 0.87% 32
2015
Q3 		$1.32M Sell
9,522
-266
-3% -$39.3K 0.9% 26
2015
Q2 		$1.52M Sell
9,788
-314
-3% -$50.5K 0.95% 30
2015
Q1 		$1.55M Sell
10,102
-35,559
-78% -$5.39M 0.98% 30
2014
Q4 		$7M Buy
45,661
+2,761
+6% +$439K 4.58% 5
2014
Q3 		$7.79M Buy
42,900
+4,477
+12% +$816K 5.17% 3
2014
Q2 		$6.66M Buy
38,423
+5,495
+17% +$989K 4.24% 5
2014
Q1 		$6.06M Sell
32,928
-967
-3% -$170K 4.16% 5
2013
Q4 		$6.08M Buy
33,895
+13,770
+68% +$2.37M 4.1% 5
2013
Q3 		$3.56M Sell
20,125
-2,992
-13% -$544K 2.67% 16
2013
Q2 		$4.22M Buy
+23,117
New +$4.5M 3.12% 9

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norman Fields Gottscho Capital Management's IBM Position: Q1 2019 in Review

Norman Fields Gottscho Capital Management sold out of IBM (IBM) in Q1 2019, closing a stake of 8,216 shares — an estimated $893K sold.

Norman Fields Gottscho Capital Management first reported a position in IBM in Q2 2013 and held it in 23 quarters. The position peaked at $7.79M in Q3 2014. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

  • Norman Fields Gottscho Capital Management reported no remaining IBM position as of Q1 2019 after selling out during the quarter.
  • Norman Fields Gottscho Capital Management sold 8,216 IBM shares in Q1 2019, an estimated $893K.
  • Norman Fields Gottscho Capital Management first reported a position in IBM in Q2 2013 and held it in 23 quarters.
  • Norman Fields Gottscho Capital Management's IBM position peaked at $7.79M in Q3 2014.
  • 1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Norman Fields Gottscho Capital Management's 13F filing for Q1 2019, filed 4 Apr 2019.