Clark Estates Inc’s Invesco IVZ Stock Holding History

Clark Estates Inc’s Portfolio IVZ Stock Details IVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-227,000	Closed	-$5.47M	–	97
2021 Q3	$5.47M	Hold	227,000	–	–	0.78%	33
2021 Q2	$6.07M	Hold	227,000	–	–	0.79%	30
2021 Q1	$5.72M	Hold	227,000	–	–	0.73%	36
2020 Q4	$3.96M	Sell	227,000 -23,000	-9%	-$354K	0.56%	49
2020 Q3	$2.85M	Hold	250,000	–	–	0.47%	60
2020 Q2	$2.69M	Buy	+250,000	New	+$2.24M	0.47%	65

Other funds holding IVZ

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clark Estates Inc's IVZ Position: Q4 2021 in Review

Clark Estates Inc sold out of Invesco (IVZ) in Q4 2021, closing a stake of 227,000 shares — an estimated $5.47M sold.

Clark Estates Inc first reported a position in IVZ in Q2 2020 and held it in 6 quarters. The position peaked at $6.07M in Q2 2021. 566 funds tracked by Wall St. Rank hold IVZ as of Q4 2021.

Clark Estates Inc reported no remaining Invesco position as of Q4 2021 after selling out during the quarter.
Clark Estates Inc sold 227,000 Invesco shares in Q4 2021, an estimated $5.47M.
Clark Estates Inc first reported a position in Invesco in Q2 2020 and held it in 6 quarters.
Clark Estates Inc's Invesco position peaked at $6.07M in Q2 2021.
566 funds tracked by Wall St. Rank held Invesco as of Q4 2021.

Based on Clark Estates Inc's 13F filing for Q4 2021, filed 14 Feb 2022.