Sierra Capital’s IBM IBM Stock Holding History

Sierra Capital’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 Q1	–	Sell	-1,100	Closed	-$155K	–	352
2022 Q4	$155K	Hold	1,100	–	–	0.03%	197
2022 Q3	$131K	Sell	1,100 -613	-36%	-$80.4K	0.02%	206
2022 Q2	$242K	Buy	1,713 +1,100	+179%	+$148K	0.04%	175
2022 Q1	$80K	Hold	613	–	–	0.01%	310
2021 Q4	$82K	Sell	613 -28	-4%	-$3.51K	0.01%	312
2021 Q3	$85K	Hold	641	–	–	0.01%	280
2021 Q2	$90K	Hold	641	–	–	0.02%	260
2021 Q1	$82K	Buy	+641	New	+$76.7K	0.02%	254

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

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

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

Sierra Capital's IBM Position: Q1 2023 in Review

Sierra Capital sold out of IBM (IBM) in Q1 2023, closing a stake of 1,100 shares — an estimated $155K sold.

Sierra Capital first reported a position in IBM in Q1 2021 and held it in 8 quarters. The position peaked at $242K in Q2 2022. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

Sierra Capital reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 1,100 IBM shares in Q1 2023, an estimated $155K.
Sierra Capital first reported a position in IBM in Q1 2021 and held it in 8 quarters.
Sierra Capital's IBM position peaked at $242K in Q2 2022.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.