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HPC
HM Payson & Co’s
IPG Photonics
IPGP
Stock Holding History
HM Payson & Co’s Portfolio
IPGP Stock Details
IPGP Fund Activity
Bought
Maintained
Sold
Shares
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
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32.99%
1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
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1-Year Est. Return
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22.47%
1-Year Est. Return
Sumitomo Mitsui Trust Group
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$154B AUM
29.96%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
CCM
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$3.91B AUM
34.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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