Edmond de Rothschild Holding’s Interpublic Group of Companies IPG Stock Holding History

Edmond de Rothschild Holding’s Portfolio IPG Stock Details IPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-143,113	Closed	-$5.52M	–	727
2023 Q2	$5.52M	Buy	143,113 +103,613	+262%	+$3.91M	0.11%	163
2023 Q1	$1.47M	Sell	39,500 -561	-1%	-$20.2K	0.03%	288
2022 Q4	$1.33M	Sell	40,061 -12,182	-23%	-$378K	0.03%	297
2022 Q3	$1.34M	Buy	52,243 +3,832	+8%	+$109K	0.04%	291
2022 Q2	$1.33M	Buy	48,411 +7,790	+19%	+$247K	0.03%	310
2022 Q1	$1.44M	Buy	+40,621	New	+$1.46M	0.03%	303
2017 Q1	–	Sell	-434	Closed	-$10K	–	847
2016 Q4	$10K	Buy	434 +198	+84%	+$4.58K	﹤0.01%	763
2016 Q3	$5K	Buy	+236	New	+$5.43K	﹤0.01%	809

Other funds holding IPG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Edmond de Rothschild Holding's IPG Position: Q3 2023 in Review

Edmond de Rothschild Holding sold out of Interpublic Group of Companies (IPG) in Q3 2023, closing a stake of 143,113 shares — an estimated $5.52M sold.

Edmond de Rothschild Holding first reported a position in IPG in Q3 2016 and held it in 8 quarters. The position peaked at $5.52M in Q2 2023. 695 funds tracked by Wall St. Rank hold IPG as of Q3 2023.

Edmond de Rothschild Holding reported no remaining Interpublic Group of Companies position as of Q3 2023 after selling out during the quarter.
Edmond de Rothschild Holding sold 143,113 Interpublic Group of Companies shares in Q3 2023, an estimated $5.52M.
Edmond de Rothschild Holding first reported a position in Interpublic Group of Companies in Q3 2016 and held it in 8 quarters.
Edmond de Rothschild Holding's Interpublic Group of Companies position peaked at $5.52M in Q2 2023.
695 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2023.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2023, filed 13 Nov 2023.