FMII
IVR icon

Farmers & Merchants Investments Inc’s Invesco Mortgage Capital IVR Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22
Closed -$220 – 1775
2023
Q3 		$220 Hold
22
– – ﹤0.01% 1705
2023
Q2 		$252 Hold
22
– – ﹤0.01% 1704
2023
Q1 		$244 Hold
22
– – ﹤0.01% 1694
2022
Q4 		$280 Hold
22
– – ﹤0.01% 1708
2022
Q3 		$0 Buy
+22
New +$342 ﹤0.01% 1651

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Farmers & Merchants Investments Inc's IVR Position: Q4 2023 in Review

Farmers & Merchants Investments Inc sold out of Invesco Mortgage Capital (IVR) in Q4 2023, closing a stake of 22 shares — an estimated $220 sold.

Farmers & Merchants Investments Inc first reported a position in IVR in Q3 2022 and held it in 5 quarters. The position peaked at $280 in Q4 2022. 156 funds tracked by Wall St. Rank hold IVR as of Q4 2023.

  • Farmers & Merchants Investments Inc reported no remaining Invesco Mortgage Capital position as of Q4 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 22 Invesco Mortgage Capital shares in Q4 2023, an estimated $220.
  • Farmers & Merchants Investments Inc first reported a position in Invesco Mortgage Capital in Q3 2022 and held it in 5 quarters.
  • Farmers & Merchants Investments Inc's Invesco Mortgage Capital position peaked at $280 in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2023, filed 23 Jan 2024.