SCP
IBM icon

Seizert Capital Partners’s IBM IBM Stock Holding History

Seizert Capital Partners’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
2018
Q4 		– Sell
-95,564
Closed -$13.8M – 211
2018
Q3 		$13.8M Buy
95,564
+28,128
+42% +$3.93M 0.51% 60
2018
Q2 		$9.89M Hold
67,436
– – 0.36% 64
2018
Q1 		$9.89M Buy
67,436
+14,737
+28% +$2.23M 0.36% 64
2017
Q4 		$7.73M Sell
52,699
-6,159
-10% -$896K 0.28% 64
2017
Q3 		$8.16M Sell
58,858
-6,195
-10% -$863K 0.3% 65
2017
Q2 		$9.57M Sell
65,053
-912
-1% -$137K 0.35% 64
2017
Q1 		$11M Buy
65,965
+12,136
+23% +$2.03M 0.39% 61
2016
Q4 		$8.54M Buy
53,829
+12,768
+31% +$1.94M 0.3% 68
2016
Q3 		$6.24M Buy
+41,061
New +$6.23M 0.23% 73
2016
Q1 		– Sell
-2,101
Closed -$276K – 235
2015
Q4 		$276K Hold
2,101
– – 0.01% 202
2015
Q3 		$291K Hold
2,101
– – 0.01% 177
2015
Q2 		$327K Hold
2,101
– – 0.01% 184
2015
Q1 		$322K Sell
2,101
-208
-9% -$31.5K 0.01% 179
2014
Q4 		$354K Sell
2,309
-4,356
-65% -$693K 0.01% 179
2014
Q3 		$1.21M Hold
6,665
– – 0.02% 139
2014
Q2 		$1.16M Sell
6,665
-209
-3% -$37.6K 0.02% 141
2014
Q1 		$1.26M Sell
6,874
-366
-5% -$64.4K 0.03% 127
2013
Q4 		$1.3M Sell
7,240
-236
-3% -$40.7K 0.03% 117
2013
Q3 		$1.32M Sell
7,476
-345
-4% -$62.7K 0.04% 106
2013
Q2 		$1.43M Buy
+7,821
New +$1.52M 0.04% 84

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

Seizert Capital Partners's IBM Position: Q4 2018 in Review

Seizert Capital Partners sold out of IBM (IBM) in Q4 2018, closing a stake of 95,564 shares — an estimated $13.8M sold.

Seizert Capital Partners first reported a position in IBM in Q2 2013 and held it in 20 quarters. The position peaked at $13.8M in Q3 2018. 1,908 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

  • Seizert Capital Partners reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
  • Seizert Capital Partners sold 95,564 IBM shares in Q4 2018, an estimated $13.8M.
  • Seizert Capital Partners first reported a position in IBM in Q2 2013 and held it in 20 quarters.
  • Seizert Capital Partners's IBM position peaked at $13.8M in Q3 2018.
  • 1,908 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Seizert Capital Partners's 13F filing for Q4 2018, filed 8 Feb 2019.