Ovata Capital Management’s IBM IBM Stock Holding History

Ovata 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
2020 Q3	–	Sell	-1,275	Closed	-$147K	–	120
2020 Q2	$147K	Buy	+1,275	New	+$148K	0.04%	80

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Ovata Capital Management's IBM Position: Q3 2020 in Review

Ovata Capital Management sold out of IBM (IBM) in Q3 2020, closing a stake of 1,275 shares — an estimated $147K sold.

Ovata Capital Management first reported a position in IBM in Q2 2020 and held it in 1 quarter. The position peaked at $147K in Q2 2020. 1,991 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

Ovata Capital Management reported no remaining IBM position as of Q3 2020 after selling out during the quarter.
Ovata Capital Management sold 1,275 IBM shares in Q3 2020, an estimated $147K.
Ovata Capital Management first reported a position in IBM in Q2 2020 and held it in 1 quarter.
Ovata Capital Management's IBM position peaked at $147K in Q2 2020.
1,991 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.