HM Payson & Co’s IPG Photonics IPGP Stock Holding History

HM Payson & Co’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
2023 Q4	–	Sell	-725	Closed	-$73.6K	–	1002
2023 Q3	$73.6K	Sell	725 -100	-12%	-$11.3K	﹤0.01%	522
2023 Q2	$112K	Buy	825 +725	+725%	+$85.4K	﹤0.01%	464
2023 Q1	$12.3K	Hold	100	–	–	﹤0.01%	774
2022 Q4	$9.47K	Hold	100	–	–	﹤0.01%	747
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	802
2022 Q2	$9K	Hold	100	–	–	﹤0.01%	821
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	827
2021 Q4	$17K	Hold	100	–	–	﹤0.01%	788
2021 Q3	$16K	Hold	100	–	–	﹤0.01%	775
2021 Q2	$21K	Hold	100	–	–	﹤0.01%	730
2021 Q1	$21K	Hold	100	–	–	﹤0.01%	746
2020 Q4	$22K	Hold	100	–	–	﹤0.01%	753
2020 Q3	$17K	Hold	100	–	–	﹤0.01%	759
2020 Q2	$16K	Hold	100	–	–	﹤0.01%	698
2020 Q1	$11K	Sell	100 -15	-13%	-$1.96K	﹤0.01%	723
2019 Q4	$17K	Sell	115 -10	-8%	-$1.39K	﹤0.01%	734
2019 Q3	$17K	Buy	125 +25	+25%	+$3.31K	﹤0.01%	750
2019 Q2	$15K	Buy	+100	New	+$15.1K	﹤0.01%	763

Other funds holding IPGP

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

HM Payson & Co's IPGP Position: Q4 2023 in Review

HM Payson & Co sold out of IPG Photonics (IPGP) in Q4 2023, closing a stake of 725 shares — an estimated $73.6K sold.

HM Payson & Co first reported a position in IPGP in Q2 2019 and held it in 18 quarters. The position peaked at $112K in Q2 2023. 316 funds tracked by Wall St. Rank hold IPGP as of Q4 2023.

HM Payson & Co reported no remaining IPG Photonics position as of Q4 2023 after selling out during the quarter.
HM Payson & Co sold 725 IPG Photonics shares in Q4 2023, an estimated $73.6K.
HM Payson & Co first reported a position in IPG Photonics in Q2 2019 and held it in 18 quarters.
HM Payson & Co's IPG Photonics position peaked at $112K in Q2 2023.
316 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2023.

Based on HM Payson & Co's 13F filing for Q4 2023, filed 13 Feb 2024.