Ensign Peak Advisors
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Ensign Peak Advisors’s InvenTrust Properties IVT Stock Holding History

Ensign Peak Advisors’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
2022
Q4 		– Sell
-6,400
Closed -$137K – 1996
2022
Q3 		$137K Buy
+6,400
New +$170K ﹤0.01% 2004

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Ensign Peak Advisors's IVT Position: Q4 2022 in Review

Ensign Peak Advisors sold out of InvenTrust Properties (IVT) in Q4 2022, closing a stake of 6,400 shares — an estimated $137K sold.

Ensign Peak Advisors first reported a position in IVT in Q3 2022 and held it in 1 quarter. The position peaked at $137K in Q3 2022. 245 funds tracked by Wall St. Rank hold IVT as of Q4 2022.

  • Ensign Peak Advisors reported no remaining InvenTrust Properties position as of Q4 2022 after selling out during the quarter.
  • Ensign Peak Advisors sold 6,400 InvenTrust Properties shares in Q4 2022, an estimated $137K.
  • Ensign Peak Advisors first reported a position in InvenTrust Properties in Q3 2022 and held it in 1 quarter.
  • Ensign Peak Advisors's InvenTrust Properties position peaked at $137K in Q3 2022.
  • 245 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2022.

Based on Ensign Peak Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.