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BerganKDV Wealth Management’s International Flavors & Fragrances IFF Stock Holding History

BerganKDV Wealth Management’s Portfolio IFF Stock Details IFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$5.41K Sell
68
-8
-11% -$688 ﹤0.01% 601
2023
Q1 		$7K Sell
76
-2
-3% -$199 ﹤0.01% 649
2022
Q4 		$8.19K Sell
78
-2
-3% -$197 ﹤0.01% 607
2022
Q3 		$7K Buy
80
+4
+5% +$458 ﹤0.01% 628
2022
Q2 		$9K Sell
76
-3
-4% -$375 ﹤0.01% 606
2022
Q1 		$10K Hold
79
– – ﹤0.01% 611
2021
Q4 		$12K Buy
79
+68
+618% +$9.91K ﹤0.01% 636
2021
Q3 		$1K Hold
11
– – ﹤0.01% 976
2021
Q2 		$2K Hold
11
– – ﹤0.01% 820
2021
Q1 		$2K Buy
11
+3
+38% +$388 ﹤0.01% 781
2020
Q4 		$1K Sell
8
-4
-33% -$449 ﹤0.01% 871
2020
Q3 		$1K Hold
12
– – ﹤0.01% 819
2020
Q2 		$1K Sell
12
-18
-60% -$2.27K ﹤0.01% 869
2020
Q1 		$3K Buy
30
+4
+15% +$498 ﹤0.01% 667
2019
Q4 		$3K Buy
+26
New +$3.32K ﹤0.01% 706
2018
Q4 		– Sell
-858
Closed -$119K – 709
2018
Q3 		$119K Sell
858
-5,954
-87% -$783K 0.03% 237
2018
Q2 		$844K Sell
6,812
-1
-0% -$131 0.19% 103
2018
Q1 		$933K Buy
6,813
+60
+0.9% +$8.69K 0.26% 83
2017
Q4 		$1.03M Buy
6,753
+274
+4% +$41.2K 0.25% 83
2017
Q3 		$926K Buy
6,479
+172
+3% +$23.6K 0.23% 87
2017
Q2 		$851K Sell
6,307
-88
-1% -$11.9K 0.24% 81
2017
Q1 		$848K Buy
+6,395
New +$785K 0.25% 78

Other funds holding IFF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Winder Investment Singapore $4.4B AUM 8.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LOM
LTS One Management New York $251M AUM 20.18% 1-Year Est. Return

BerganKDV Wealth Management's IFF Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its International Flavors & Fragrances (IFF) stake by 11% in Q2 2023, selling an estimated $688 and leaving 68 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

BerganKDV Wealth Management first reported a position in IFF in Q1 2017 and has held it in 22 quarters since. The position peaked at $1.03M in Q4 2017. 761 funds tracked by Wall St. Rank hold IFF as of Q2 2023.

  • BerganKDV Wealth Management held 68 shares of International Flavors & Fragrances worth $5.41K as of Q2 2023.
  • BerganKDV Wealth Management sold 8 International Flavors & Fragrances shares in Q2 2023, an estimated $688.
  • International Flavors & Fragrances made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #601 holding.
  • BerganKDV Wealth Management first reported a position in International Flavors & Fragrances in Q1 2017 and has held it in 22 quarters since.
  • BerganKDV Wealth Management's International Flavors & Fragrances position peaked at $1.03M in Q4 2017.
  • 761 funds tracked by Wall St. Rank held International Flavors & Fragrances as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.