Gulf International Bank (UK)’s Invesco IVZ Stock Holding History

Gulf International Bank (UK)’s Portfolio IVZ Stock Details IVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-31,631	Closed	-$459K	–	674
2023 Q3	$459K	Sell	31,631 -2,693	-8%	-$43.3K	0.01%	606
2023 Q2	$576K	Sell	34,324 -10,202	-23%	-$164K	0.01%	601
2023 Q1	$730K	Sell	44,526 -15,649	-26%	-$279K	0.02%	597
2022 Q4	$1.08M	Hold	60,175	–	–	0.02%	571
2022 Q3	$824K	Hold	60,175	–	–	0.02%	583
2022 Q2	$990K	Hold	60,175	–	–	0.02%	577
2022 Q1	$1.39M	Hold	60,175	–	–	0.02%	553
2021 Q4	$1.39M	Hold	60,175	–	–	0.02%	572
2021 Q3	$1.45M	Sell	60,175 -6,353	-10%	-$159K	0.02%	591
2021 Q2	$1.78M	Sell	66,528 -1,153	-2%	-$31.4K	0.02%	585
2021 Q1	$1.71M	Sell	67,681 -26,792	-28%	-$601K	0.02%	569
2020 Q4	$1.65M	Buy	+94,473	New	+$1.45M	0.02%	595

Other funds holding IVZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gulf International Bank (UK)'s IVZ Position: Q4 2023 in Review

Gulf International Bank (UK) sold out of Invesco (IVZ) in Q4 2023, closing a stake of 31,631 shares — an estimated $459K sold.

Gulf International Bank (UK) first reported a position in IVZ in Q4 2020 and held it in 12 quarters. The position peaked at $1.78M in Q2 2021. 492 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

Gulf International Bank (UK) reported no remaining Invesco position as of Q4 2023 after selling out during the quarter.
Gulf International Bank (UK) sold 31,631 Invesco shares in Q4 2023, an estimated $459K.
Gulf International Bank (UK) first reported a position in Invesco in Q4 2020 and held it in 12 quarters.
Gulf International Bank (UK)'s Invesco position peaked at $1.78M in Q2 2021.
492 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on Gulf International Bank (UK)'s 13F filing for Q4 2023, filed 11 Jan 2024.