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Handelsinvest Investeringsforvaltning’s Invesco IVZ Stock Holding History

Handelsinvest Investeringsforvaltning’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
2024
Q1 		$275K Sell
16,580
-8,607
-34% -$139K 0.13% 190
2023
Q4 		$449K Sell
25,187
-164,813
-87% -$2.38M 0.18% 151
2023
Q3 		$2.76M Buy
+190,000
New +$3.06M 0.96% 47

Other funds holding IVZ

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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 $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's IVZ Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Invesco (IVZ) stake by 34% in Q1 2024, selling an estimated $139K and leaving 16,580 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #190.

Handelsinvest Investeringsforvaltning first reported a position in IVZ in Q3 2023 and has held it in 3 quarters since. The position peaked at $2.76M in Q3 2023. 496 funds tracked by Wall St. Rank hold IVZ as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 16,580 shares of Invesco worth $275K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 8,607 Invesco shares in Q1 2024, an estimated $139K.
  • Invesco made up 0.13% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #190 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Invesco in Q3 2023 and has held it in 3 quarters since.
  • Handelsinvest Investeringsforvaltning's Invesco position peaked at $2.76M in Q3 2023.
  • 496 funds tracked by Wall St. Rank held Invesco as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.