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Perella Weinberg Partners Capital Management’s IBM IBM Stock Holding History

Perella Weinberg Partners 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
Q3 		– Sell
-11,798
Closed -$1.55M – 87
2019
Q2 		$1.55M Sell
11,798
-51,554
-81% -$6.77M 0.07% 167
2019
Q1 		$8.55M Buy
+63,352
New +$8.08M 0.41% 68
2013
Q3 		– Sell
-18,085
Closed -$3.31M – 174
2013
Q2 		$3.31M Buy
+18,085
New +$3.52M 0.22% 117

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

Perella Weinberg Partners Capital Management's IBM Position: Q3 2019 in Review

Perella Weinberg Partners Capital Management sold out of IBM (IBM) in Q3 2019, closing a stake of 11,798 shares — an estimated $1.55M sold.

Perella Weinberg Partners Capital Management first reported a position in IBM in Q2 2013 and held it in 3 quarters. The position peaked at $8.55M in Q1 2019. 1,960 funds tracked by Wall St. Rank hold IBM as of Q3 2019.

  • Perella Weinberg Partners Capital Management reported no remaining IBM position as of Q3 2019 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 11,798 IBM shares in Q3 2019, an estimated $1.55M.
  • Perella Weinberg Partners Capital Management first reported a position in IBM in Q2 2013 and held it in 3 quarters.
  • Perella Weinberg Partners Capital Management's IBM position peaked at $8.55M in Q1 2019.
  • 1,960 funds tracked by Wall St. Rank held IBM as of Q3 2019.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.