Echo Street Capital Management’s IPG Photonics IPGP Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-2,063	Closed	-$209K	–	216
2023 Q3	$209K	Buy	+2,063	New	+$233K	﹤0.01%	432
2023 Q2	–	Sell	-1,927	Closed	-$238K	–	525
2023 Q1	$238K	Sell	1,927 -924	-32%	-$107K	﹤0.01%	427
2022 Q4	$270K	Sell	2,851 -207	-7%	-$18.6K	﹤0.01%	426
2022 Q3	$258K	Sell	3,058 -1,895	-38%	-$180K	﹤0.01%	440
2022 Q2	$466K	Sell	4,953 -6,007	-55%	-$594K	﹤0.01%	333
2022 Q1	$1.2M	Buy	+10,960	New	+$1.51M	0.01%	195
2021 Q4	–	Sell	-5,630	Closed	-$892K	–	688
2021 Q3	$892K	Buy	5,630 +2,397	+74%	+$440K	0.01%	272
2021 Q2	$681K	Sell	3,233 -224	-6%	-$47.2K	0.01%	281
2021 Q1	$729K	Buy	+3,457	New	+$786K	0.01%	221

Other funds holding IPGP

First Eagle Investment Management New York $59.9B AUM 27.01% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Echo Street Capital Management's IPGP Position: Q4 2023 in Review

Echo Street Capital Management sold out of IPG Photonics (IPGP) in Q4 2023, closing a stake of 2,063 shares — an estimated $209K sold.

Echo Street Capital Management first reported a position in IPGP in Q1 2021 and held it in 9 quarters. The position peaked at $1.2M in Q1 2022. 315 funds tracked by Wall St. Rank hold IPGP as of Q4 2023.

Echo Street Capital Management reported no remaining IPG Photonics position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 2,063 IPG Photonics shares in Q4 2023, an estimated $209K.
Echo Street Capital Management first reported a position in IPG Photonics in Q1 2021 and held it in 9 quarters.
Echo Street Capital Management's IPG Photonics position peaked at $1.2M in Q1 2022.
315 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.