Claris Advisors’s IPG Photonics IPGP Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-2	Closed	-$149	–	589
2024 Q3	$149	Buy	+2	New	+$150	﹤0.01%	1048

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Claris Advisors's IPGP Position: Q4 2024 in Review

Claris Advisors sold out of IPG Photonics (IPGP) in Q4 2024, closing a stake of 2 shares — an estimated $149 sold.

Claris Advisors first reported a position in IPGP in Q3 2024 and held it in 1 quarter. The position peaked at $149 in Q3 2024. 280 funds tracked by Wall St. Rank hold IPGP as of Q4 2024.

Claris Advisors reported no remaining IPG Photonics position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 IPG Photonics shares in Q4 2024, an estimated $149.
Claris Advisors first reported a position in IPG Photonics in Q3 2024 and held it in 1 quarter.
Claris Advisors's IPG Photonics position peaked at $149 in Q3 2024.
280 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.