Forte Capital’s IPG Photonics IPGP Stock Holding History

Forte Capital’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
2021 Q4	–	Sell	-1,300	Closed	-$206K	–	226
2021 Q3	$206K	Hold	1,300	–	–	0.03%	213
2021 Q2	$274K	Hold	1,300	–	–	0.04%	189
2021 Q1	$274K	Hold	1,300	–	–	0.04%	181
2020 Q4	$291K	Hold	1,300	–	–	0.04%	166
2020 Q3	$221K	Hold	1,300	–	–	0.04%	173
2020 Q2	$209K	Buy	+1,300	New	+$185K	0.04%	172
2018 Q1	–	Sell	-1,300	Closed	-$278K	–	116
2017 Q4	$278K	Hold	1,300	–	–	0.08%	140
2017 Q3	$241K	Buy	+1,300	New	+$216K	0.08%	146

Other funds holding IPGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Forte Capital's IPGP Position: Q4 2021 in Review

Forte Capital sold out of IPG Photonics (IPGP) in Q4 2021, closing a stake of 1,300 shares — an estimated $206K sold.

Forte Capital first reported a position in IPGP in Q3 2017 and held it in 8 quarters. The position peaked at $291K in Q4 2020. 381 funds tracked by Wall St. Rank hold IPGP as of Q4 2021.

Forte Capital reported no remaining IPG Photonics position as of Q4 2021 after selling out during the quarter.
Forte Capital sold 1,300 IPG Photonics shares in Q4 2021, an estimated $206K.
Forte Capital first reported a position in IPG Photonics in Q3 2017 and held it in 8 quarters.
Forte Capital's IPG Photonics position peaked at $291K in Q4 2020.
381 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2021.

Based on Forte Capital's 13F filing for Q4 2021, filed 20 Jan 2022.