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Azora Capital LP’s Invesco IVZ Stock Holding History

Azora Capital LP’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
2025
Q1 		– Sell
-1,170,658
Closed -$20.5M – 50
2024
Q4 		$20.5M Sell
1,170,658
-383,378
-25% -$6.83M 0.92% 31
2024
Q3 		$27.3M Buy
+1,554,036
New +$25.5M 1.47% 24
2021
Q4 		– Sell
-743,531
Closed -$17.9M – 55
2021
Q3 		$17.9M Buy
743,531
+43,405
+6% +$1.09M 2.13% 15
2021
Q2 		$18.7M Buy
+700,126
New +$19.1M 2.91% 14
2020
Q3 		– Sell
-705,733
Closed -$7.59M – 55
2020
Q2 		$7.59M Buy
+705,733
New +$6.33M 1.24% 21
2019
Q1 		– Sell
-946,061
Closed -$15.8M – 38
2018
Q4 		$15.8M Buy
+946,061
New +$18.9M 2.53% 13

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Azora Capital LP's IVZ Position: Q1 2025 in Review

Azora Capital LP sold out of Invesco (IVZ) in Q1 2025, closing a stake of 1,170,658 shares — an estimated $20.5M sold.

Azora Capital LP first reported a position in IVZ in Q4 2018 and held it in 6 quarters. The position peaked at $27.3M in Q3 2024. 518 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

  • Azora Capital LP reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
  • Azora Capital LP sold 1,170,658 Invesco shares in Q1 2025, an estimated $20.5M.
  • Azora Capital LP first reported a position in Invesco in Q4 2018 and held it in 6 quarters.
  • Azora Capital LP's Invesco position peaked at $27.3M in Q3 2024.
  • 518 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on Azora Capital LP's 13F filing for Q1 2025, filed 15 May 2025.