EDRH
IPG

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 – 848
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return