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Caldwell Sutter Capital’s IPG Photonics IPGP Stock Holding History

Caldwell Sutter Capital’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
Q4 		– Sell
-9
Closed -$914 – 966
2023
Q3 		$914 Hold
9
– – ﹤0.01% 799
2023
Q2 		$1.22K Buy
+9
New +$1.06K ﹤0.01% 775

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Sutter Capital's IPGP Position: Q4 2023 in Review

Caldwell Sutter Capital sold out of IPG Photonics (IPGP) in Q4 2023, closing a stake of 9 shares — an estimated $914 sold.

Caldwell Sutter Capital first reported a position in IPGP in Q2 2023 and held it in 2 quarters. The position peaked at $1.22K in Q2 2023. 314 funds tracked by Wall St. Rank hold IPGP as of Q4 2023.

  • Caldwell Sutter Capital reported no remaining IPG Photonics position as of Q4 2023 after selling out during the quarter.
  • Caldwell Sutter Capital sold 9 IPG Photonics shares in Q4 2023, an estimated $914.
  • Caldwell Sutter Capital first reported a position in IPG Photonics in Q2 2023 and held it in 2 quarters.
  • Caldwell Sutter Capital's IPG Photonics position peaked at $1.22K in Q2 2023.
  • 314 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2023.

Based on Caldwell Sutter Capital's 13F filing for Q4 2023, filed 19 Jan 2024.