OCM
IBM icon

Olstein Capital Management’s IBM IBM Stock Holding History

Olstein 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
Q4 		– Sell
-47,070
Closed -$6.54M – 111
2019
Q3 		$6.54M Sell
47,070
-3,138
-6% -$423K 1.02% 42
2019
Q2 		$6.62M Hold
50,208
– – 1.07% 39
2019
Q1 		$6.77M Sell
50,208
-14,121
-22% -$1.8M 1.12% 37
2018
Q4 		$6.99M Buy
64,329
+7,845
+14% +$942K 1.14% 28
2018
Q3 		$8.16M Hold
56,484
– – 1.09% 33
2018
Q2 		$7.54M Sell
56,484
-5,230
-8% -$729K 1% 41
2018
Q1 		$9.05M Buy
61,714
+2,092
+4% +$317K 1.15% 29
2017
Q4 		$8.74M Buy
59,622
+15,690
+36% +$2.28M 1.11% 31
2017
Q3 		$6.09M Buy
43,932
+14,644
+50% +$2.04M 0.79% 59
2017
Q2 		$4.31M Buy
29,288
+7,322
+33% +$1.1M 0.55% 84
2017
Q1 		$3.66M Hold
21,966
– – 0.47% 91
2016
Q4 		$3.49M Buy
+21,966
New +$3.35M 0.45% 87

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Olstein Capital Management's IBM Position: Q4 2019 in Review

Olstein Capital Management sold out of IBM (IBM) in Q4 2019, closing a stake of 47,070 shares — an estimated $6.54M sold.

Olstein Capital Management first reported a position in IBM in Q4 2016 and held it in 12 quarters. The position peaked at $9.05M in Q1 2018. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

  • Olstein Capital Management reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
  • Olstein Capital Management sold 47,070 IBM shares in Q4 2019, an estimated $6.54M.
  • Olstein Capital Management first reported a position in IBM in Q4 2016 and held it in 12 quarters.
  • Olstein Capital Management's IBM position peaked at $9.05M in Q1 2018.
  • 2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Olstein Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.