Advisory Research’s IPG Photonics IPGP Stock Holding History

Advisory Research’s Portfolio IPGP Stock Details IPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,169	Closed	-$1.38M	–	455
2023 Q2	$1.38M	Buy	+10,169	New	+$1.2M	0.18%	160

Other funds holding IPGP

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Advisory Research's IPGP Position: Q3 2023 in Review

Advisory Research sold out of IPG Photonics (IPGP) in Q3 2023, closing a stake of 10,169 shares — an estimated $1.38M sold.

Advisory Research first reported a position in IPGP in Q2 2023 and held it in 1 quarter. The position peaked at $1.38M in Q2 2023. 303 funds tracked by Wall St. Rank hold IPGP as of Q3 2023.

Advisory Research reported no remaining IPG Photonics position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 10,169 IPG Photonics shares in Q3 2023, an estimated $1.38M.
Advisory Research first reported a position in IPG Photonics in Q2 2023 and held it in 1 quarter.
Advisory Research's IPG Photonics position peaked at $1.38M in Q2 2023.
303 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.