EWM
IPGP icon

Evercore Wealth Management’s IPG Photonics IPGP Stock Holding History

Evercore Wealth Management’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
-5,435
Closed -$670K – 420
2023
Q1 		$670K Sell
5,435
-900
-14% -$104K 0.01% 244
2022
Q4 		$600K Sell
6,335
-1,212
-16% -$109K 0.01% 256
2022
Q3 		$637K Sell
7,547
-13
-0.2% -$1.24K 0.01% 239
2022
Q2 		$712K Sell
7,560
-4,150
-35% -$410K 0.02% 236
2022
Q1 		$1.28M Sell
11,710
-224,426
-95% -$30.9M 0.02% 202
2021
Q4 		$40.6M Sell
236,136
-1,075
-0.5% -$178K 0.66% 43
2021
Q3 		$37.6M Sell
237,211
-3,087
-1% -$567K 0.68% 43
2021
Q2 		$50.6M Buy
240,298
+21,541
+10% +$4.53M 0.93% 41
2021
Q1 		$46.1M Sell
218,757
-11,945
-5% -$2.71M 0.91% 40
2020
Q4 		$51.6M Sell
230,702
-3,434
-1% -$688K 1.11% 33
2020
Q3 		$39.8M Buy
234,136
+2,620
+1% +$432K 0.97% 36
2020
Q2 		$37.1M Sell
231,516
-2,354
-1% -$335K 0.99% 36
2020
Q1 		$25.8M Sell
233,870
-6,643
-3% -$869K 0.85% 36
2019
Q4 		$34.9M Buy
240,513
+2,493
+1% +$347K 0.94% 37
2019
Q3 		$32.3M Buy
238,020
+9,022
+4% +$1.19M 0.95% 37
2019
Q2 		$35.3M Buy
228,998
+25,040
+12% +$3.79M 1.07% 34
2019
Q1 		$31M Buy
203,958
+35,093
+21% +$4.97M 1% 36
2018
Q4 		$19.1M Sell
168,865
-24,464
-13% -$3.25M 0.72% 41
2018
Q3 		$30.2M Buy
+193,329
New +$35.9M 0.96% 40
2018
Q1 		– Sell
-420
Closed -$90K – 562
2017
Q4 		$90K Sell
420
-25
-6% -$5.31K ﹤0.01% 486
2017
Q3 		$82K Hold
445
– – ﹤0.01% 497
2017
Q2 		$64K Buy
445
+120
+37% +$16.1K ﹤0.01% 547
2017
Q1 		$39K Hold
325
– – ﹤0.01% 636
2016
Q4 		$32K Buy
+325
New +$30.3K ﹤0.01% 685
2016
Q2 		– Sell
-225
Closed -$22K – 1028
2016
Q1 		$22K Buy
+225
New +$19.1K ﹤0.01% 705

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Evercore Wealth Management's IPGP Position: Q2 2023 in Review

Evercore Wealth Management sold out of IPG Photonics (IPGP) in Q2 2023, closing a stake of 5,435 shares — an estimated $670K sold.

Evercore Wealth Management first reported a position in IPGP in Q1 2016 and held it in 25 quarters. The position peaked at $51.6M in Q4 2020. 328 funds tracked by Wall St. Rank hold IPGP as of Q2 2023.

  • Evercore Wealth Management reported no remaining IPG Photonics position as of Q2 2023 after selling out during the quarter.
  • Evercore Wealth Management sold 5,435 IPG Photonics shares in Q2 2023, an estimated $670K.
  • Evercore Wealth Management first reported a position in IPG Photonics in Q1 2016 and held it in 25 quarters.
  • Evercore Wealth Management's IPG Photonics position peaked at $51.6M in Q4 2020.
  • 328 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2023.

Based on Evercore Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.