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EMFO LLC’s InvenTrust Properties IVT Stock Holding History

EMFO LLC’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$24.8K Hold
1,000
– – 0.02% 182
2024
Q1 		$25.7K Hold
1,000
– – 0.02% 181
2023
Q4 		$25.3K Hold
1,000
– – 0.02% 182
2023
Q3 		$23.8K Hold
1,000
– – 0.02% 189
2023
Q2 		$23.1K Hold
1,000
– – 0.02% 199
2023
Q1 		$23.4K Hold
1,000
– – 0.02% 199
2022
Q4 		$23.7K Hold
1,000
– – 0.02% 185
2022
Q3 		$21K Hold
1,000
– – 0.02% 216
2022
Q2 		$26K Hold
1,000
– – 0.03% 210
2022
Q1 		$31K Hold
1,000
– – 0.03% 212
2021
Q4 		$27K Buy
+1,000
New +$25.2K 0.02% 231

Other funds holding IVT

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

EMFO LLC's IVT Position: Q2 2024 in Review

EMFO LLC held its InvenTrust Properties (IVT) position steady in Q2 2024 at 1,000 shares worth $24.8K. The position accounts for 0.02% of the portfolio, ranked #182.

EMFO LLC first reported a position in IVT in Q4 2021 and has held it in 11 quarters since. The position peaked at $31K in Q1 2022. 279 funds tracked by Wall St. Rank hold IVT as of Q2 2024.

  • EMFO LLC held 1,000 shares of InvenTrust Properties worth $24.8K as of Q2 2024.
  • EMFO LLC left its InvenTrust Properties share count unchanged in Q2 2024.
  • InvenTrust Properties made up 0.02% of EMFO LLC's portfolio in Q2 2024, its #182 holding.
  • EMFO LLC first reported a position in InvenTrust Properties in Q4 2021 and has held it in 11 quarters since.
  • EMFO LLC's InvenTrust Properties position peaked at $31K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.