Ellevest Inc’s IPG Photonics IPGP Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-160	Closed	-$19.7K	–	966
2023 Q1	$19.7K	Hold	160	–	–	﹤0.01%	844
2022 Q4	$15.1K	Buy	160 +60	+60%	+$5.38K	﹤0.01%	932
2022 Q3	$8K	Buy	100 +17	+20%	+$1.61K	﹤0.01%	1070
2022 Q2	$8K	Hold	83	–	–	﹤0.01%	938
2022 Q1	$9K	Hold	83	–	–	﹤0.01%	904
2021 Q4	$14K	Hold	83	–	–	﹤0.01%	780
2021 Q3	$13K	Hold	83	–	–	﹤0.01%	775
2021 Q2	$17K	Hold	83	–	–	﹤0.01%	670
2021 Q1	$18K	Hold	83	–	–	﹤0.01%	676
2020 Q4	$19K	Hold	83	–	–	﹤0.01%	641
2020 Q3	$14K	Hold	83	–	–	﹤0.01%	591
2020 Q2	$13K	Hold	83	–	–	﹤0.01%	563
2020 Q1	$9K	Hold	83	–	–	﹤0.01%	568
2019 Q4	$12K	Buy	+83	New	+$11.6K	﹤0.01%	505

Other funds holding IPGP

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return