Bellevue Group’s IPG Photonics IPGP Stock Holding History

Bellevue Group’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 Q2	–	Sell	-1,050	Closed	-$129K	–	163
2023 Q1	$129K	Hold	1,050	–	–	﹤0.01%	148
2022 Q4	$99.4K	Hold	1,050	–	–	﹤0.01%	162
2022 Q3	$89K	Hold	1,050	–	–	﹤0.01%	163
2022 Q2	$99K	Hold	1,050	–	–	﹤0.01%	163
2022 Q1	$115K	Hold	1,050	–	–	﹤0.01%	168
2021 Q4	$181K	Sell	1,050 -300	-22%	-$49.6K	﹤0.01%	181
2021 Q3	$214K	Hold	1,350	–	–	﹤0.01%	218
2021 Q2	$285K	Hold	1,350	–	–	﹤0.01%	211
2021 Q1	$285K	Sell	1,350 -1,000	-43%	-$227K	﹤0.01%	209
2020 Q4	$526K	Sell	2,350 -350	-13%	-$70.1K	0.01%	176
2020 Q3	$459K	Hold	2,700	–	–	0.01%	185
2020 Q2	$433K	Sell	2,700 -800	-23%	-$114K	0.01%	178
2020 Q1	$386K	Hold	3,500	–	–	0.01%	184
2019 Q4	$507K	Hold	3,500	–	–	0.01%	171
2019 Q3	$475K	Buy	3,500 +1,359	+63%	+$180K	0.01%	164
2019 Q2	$330K	Buy	+2,141	New	+$324K	0.01%	181

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

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

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Bellevue Group's IPGP Position: Q2 2023 in Review

Bellevue Group sold out of IPG Photonics (IPGP) in Q2 2023, closing a stake of 1,050 shares — an estimated $129K sold.

Bellevue Group first reported a position in IPGP in Q2 2019 and held it in 16 quarters. The position peaked at $526K in Q4 2020. 326 funds tracked by Wall St. Rank hold IPGP as of Q2 2023.

Bellevue Group reported no remaining IPG Photonics position as of Q2 2023 after selling out during the quarter.
Bellevue Group sold 1,050 IPG Photonics shares in Q2 2023, an estimated $129K.
Bellevue Group first reported a position in IPG Photonics in Q2 2019 and held it in 16 quarters.
Bellevue Group's IPG Photonics position peaked at $526K in Q4 2020.
326 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2023.

Based on Bellevue Group's 13F filing for Q2 2023, filed 14 Aug 2023.