CIM
IPGP icon

Caldwell Investment Management’s IPG Photonics IPGP Stock Holding History

Caldwell Investment Management’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
2022
Q1 		– Sell
-5,350
Closed -$928K – 37
2021
Q4 		$928K Buy
+5,350
New +$884K 0.72% 30

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caldwell Investment Management's IPGP Position: Q1 2022 in Review

Caldwell Investment Management sold out of IPG Photonics (IPGP) in Q1 2022, closing a stake of 5,350 shares — an estimated $928K sold.

Caldwell Investment Management first reported a position in IPGP in Q4 2021 and held it in 1 quarter. The position peaked at $928K in Q4 2021. 373 funds tracked by Wall St. Rank hold IPGP as of Q1 2022.

  • Caldwell Investment Management reported no remaining IPG Photonics position as of Q1 2022 after selling out during the quarter.
  • Caldwell Investment Management sold 5,350 IPG Photonics shares in Q1 2022, an estimated $928K.
  • Caldwell Investment Management first reported a position in IPG Photonics in Q4 2021 and held it in 1 quarter.
  • Caldwell Investment Management's IPG Photonics position peaked at $928K in Q4 2021.
  • 373 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2022.

Based on Caldwell Investment Management's 13F filing for Q1 2022, filed 29 Apr 2022.