Pointe Capital Management’s IBM IBM Stock Holding History

Pointe 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
2023 Q2	–	Sell	-61	Closed	-$8K	–	263
2023 Q1	$8K	Buy	+61	New	+$8.16K	0.01%	323
2017 Q1	–	Sell	-2,208	Closed	-$350K	–	175
2016 Q4	$350K	Buy	+2,208	New	+$336K	0.2%	98
2015 Q3	–	Sell	-2,537	Closed	-$394K	–	166
2015 Q2	$394K	Buy	2,537 +405	+19%	+$65.1K	0.18%	117
2015 Q1	$327K	Buy	+2,132	New	+$323K	0.15%	120

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pointe Capital Management's IBM Position: Q2 2023 in Review

Pointe Capital Management sold out of IBM (IBM) in Q2 2023, closing a stake of 61 shares — an estimated $8K sold.

Pointe Capital Management first reported a position in IBM in Q1 2015 and held it in 4 quarters. The position peaked at $394K in Q2 2015. 2,422 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

Pointe Capital Management reported no remaining IBM position as of Q2 2023 after selling out during the quarter.
Pointe Capital Management sold 61 IBM shares in Q2 2023, an estimated $8K.
Pointe Capital Management first reported a position in IBM in Q1 2015 and held it in 4 quarters.
Pointe Capital Management's IBM position peaked at $394K in Q2 2015.
2,422 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.