Unio Capital’s IBM IBM Stock Holding History

Unio 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
2018 Q4	–	Sell	-3,243	Closed	-$469K	–	70
2018 Q3	$469K	Sell	3,243 -209	-6%	-$29.2K	0.31%	43
2018 Q2	$461K	Sell	3,452 -104	-3%	-$14.5K	0.35%	41
2018 Q1	$522K	Sell	3,556 -733	-17%	-$111K	0.43%	38
2017 Q4	$629K	Buy	+4,289	New	+$624K	0.52%	35

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Unio Capital's IBM Position: Q4 2018 in Review

Unio Capital sold out of IBM (IBM) in Q4 2018, closing a stake of 3,243 shares — an estimated $469K sold.

Unio Capital first reported a position in IBM in Q4 2017 and held it in 4 quarters. The position peaked at $629K in Q4 2017. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

Unio Capital reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
Unio Capital sold 3,243 IBM shares in Q4 2018, an estimated $469K.
Unio Capital first reported a position in IBM in Q4 2017 and held it in 4 quarters.
Unio Capital's IBM position peaked at $629K in Q4 2017.
1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Unio Capital's 13F filing for Q4 2018, filed 14 Feb 2019.