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Disciplined Investments’s IPG Photonics IPGP Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-8
Closed -$1.09K – 804
2023
Q2 		$1.09K Sell
8
-1
-11% -$118 ﹤0.01% 929
2023
Q1 		$1.11K Buy
9
+3
+50% +$348 ﹤0.01% 912
2022
Q4 		$568 Sell
6
-2
-25% -$179 ﹤0.01% 1143
2022
Q3 		$1K Buy
8
+4
+100% +$380 ﹤0.01% 951
2022
Q2 		$0 Sell
4
-2
-33% -$198 ﹤0.01% 1430
2022
Q1 		$1K Buy
+6
New +$825 ﹤0.01% 1031

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Disciplined Investments's IPGP Position: Q3 2023 in Review

Disciplined Investments sold out of IPG Photonics (IPGP) in Q3 2023, closing a stake of 8 shares — an estimated $1.09K sold.

Disciplined Investments first reported a position in IPGP in Q1 2022 and held it in 6 quarters. The position peaked at $1.11K in Q1 2023. 303 funds tracked by Wall St. Rank hold IPGP as of Q3 2023.

  • Disciplined Investments reported no remaining IPG Photonics position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 IPG Photonics shares in Q3 2023, an estimated $1.09K.
  • Disciplined Investments first reported a position in IPG Photonics in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's IPG Photonics position peaked at $1.11K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.