EWG Elevate’s InvenTrust Properties IVT Stock Holding History

EWG Elevate’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
2023 Q1	–	Sell	-66	Closed	-$1.56K	–	406
2022 Q4	$1.56K	Buy	+66	New	+$1.57K	﹤0.01%	610

Other funds holding IVT

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

EWG Elevate's IVT Position: Q1 2023 in Review

EWG Elevate sold out of InvenTrust Properties (IVT) in Q1 2023, closing a stake of 66 shares — an estimated $1.56K sold.

EWG Elevate first reported a position in IVT in Q4 2022 and held it in 1 quarter. The position peaked at $1.56K in Q4 2022. 234 funds tracked by Wall St. Rank hold IVT as of Q1 2023.

EWG Elevate reported no remaining InvenTrust Properties position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 66 InvenTrust Properties shares in Q1 2023, an estimated $1.56K.
EWG Elevate first reported a position in InvenTrust Properties in Q4 2022 and held it in 1 quarter.
EWG Elevate's InvenTrust Properties position peaked at $1.56K in Q4 2022.
234 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.