Number of Shares
3,390.00
Current Holdings Value*
$842,960.00
% of Portfolio
2.27%
Total Estimate Gain
$365,740.24
% of Total Estimate Gain
14.46%

STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND's International Business Machines Corp Holding Summary

As of 2025-03-31, STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND held 3,390.00 shares of International Business Machines Corp(IBM), totaling $842,960.00. This investment constitutes 2.27% of their stock portfolio, and STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2020Q1. And since then STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND has made 8 purchases of IBM, at an average price of $136.98, for a total of 18,470.00 shares. In addition, there have been 8 sales at an average price of $127.76 for 15,080.00 shares. Based on historical transaction data and IBM's current price of $285.87, STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND's estimated gain on his IBM holdings is $365,740.24, reflecting a 14.46% gain to date.

STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND IBM ($285.87) Holding Chart

STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND IBM ($285.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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