American National Insurance’s Invesco IVZ Stock Holding History

American National Insurance’s Portfolio IVZ Stock Details IVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-65,960	Closed	-$1.59M	–	294
2021 Q3	$1.59M	Hold	65,960	–	–	0.06%	226
2021 Q2	$1.76M	Hold	65,960	–	–	0.07%	218
2021 Q1	$1.66M	Hold	65,960	–	–	0.07%	215
2020 Q4	$1.15M	Hold	65,960	–	–	0.05%	234
2020 Q3	$753K	Hold	65,960	–	–	0.04%	242
2020 Q2	$710K	Buy	+65,960	New	+$592K	0.04%	241
2018 Q4	–	Sell	-131,815	Closed	-$3.02M	–	331
2018 Q3	$3.02M	Sell	131,815 -60,700	-32%	-$1.52M	0.15%	161
2018 Q2	$5.11M	Hold	192,515	–	–	0.25%	125
2018 Q1	$6.16M	Hold	192,515	–	–	0.31%	105
2017 Q4	$7.03M	Hold	192,515	–	–	0.35%	87
2017 Q3	$6.75M	Hold	192,515	–	–	0.36%	83
2017 Q2	$6.78M	Hold	192,515	–	–	0.37%	84
2017 Q1	$5.9M	Hold	192,515	–	–	0.33%	95
2016 Q4	$5.84M	Hold	192,515	–	–	0.34%	94
2016 Q3	$6.02M	Hold	192,515	–	–	0.35%	87
2016 Q2	$4.92M	Hold	192,515	–	–	0.29%	111
2016 Q1	$5.92M	Sell	192,515 -435	-0.2%	-$12.6K	0.35%	88
2015 Q4	$6.46M	Hold	192,950	–	–	0.38%	81
2015 Q3	$6.03M	Hold	192,950	–	–	0.38%	84
2015 Q2	$7.23M	Hold	192,950	–	–	0.43%	79
2015 Q1	$7.66M	Hold	192,950	–	–	0.45%	74
2014 Q4	$7.63M	Hold	192,950	–	–	0.45%	73
2014 Q3	$7.62M	Hold	192,950	–	–	0.46%	70
2014 Q2	$7.28M	Hold	192,950	–	–	0.44%	76
2014 Q1	$7.14M	Hold	192,950	–	–	0.46%	70
2013 Q4	$7.02M	Hold	192,950	–	–	0.45%	73
2013 Q3	$6.16M	Hold	192,950	–	–	0.44%	72
2013 Q2	$6.14M	Buy	+192,950	New	+$6.17M	0.46%	68

Other funds holding IVZ

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

American National Insurance's IVZ Position: Q4 2021 in Review

American National Insurance sold out of Invesco (IVZ) in Q4 2021, closing a stake of 65,960 shares — an estimated $1.59M sold.

American National Insurance first reported a position in IVZ in Q2 2013 and held it in 28 quarters. The position peaked at $7.66M in Q1 2015. 565 funds tracked by Wall St. Rank hold IVZ as of Q4 2021.

American National Insurance reported no remaining Invesco position as of Q4 2021 after selling out during the quarter.
American National Insurance sold 65,960 Invesco shares in Q4 2021, an estimated $1.59M.
American National Insurance first reported a position in Invesco in Q2 2013 and held it in 28 quarters.
American National Insurance's Invesco position peaked at $7.66M in Q1 2015.
565 funds tracked by Wall St. Rank held Invesco as of Q4 2021.

Based on American National Insurance's 13F filing for Q4 2021, filed 9 Feb 2022.