IC
IPG

Inverness Counsel’s Interpublic Group of Companies IPG Stock Holding History

Inverness Counsel’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$747K Buy
29,183
+2,287
+9% +$64.9K 0.04% 102
2022
Q2 		$740K Sell
26,896
-54
-0.2% -$1.71K 0.04% 92
2022
Q1 		$955K Buy
+26,950
New +$971K 0.04% 90

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Inverness Counsel's IPG Position: Q3 2022 in Review

Inverness Counsel increased its Interpublic Group of Companies (IPG) stake by 8.5% in Q3 2022, buying an estimated $64.9K and bringing the position to 29,183 shares worth $747K. The position accounts for 0.04% of the portfolio, ranked #102.

Inverness Counsel first reported a position in IPG in Q1 2022 and has held it in 3 quarters since. The position peaked at $955K in Q1 2022. 633 funds tracked by Wall St. Rank hold IPG as of Q3 2022.

  • Inverness Counsel held 29,183 shares of Interpublic Group of Companies worth $747K as of Q3 2022.
  • Inverness Counsel bought 2,287 Interpublic Group of Companies shares in Q3 2022, an estimated $64.9K.
  • Interpublic Group of Companies made up 0.04% of Inverness Counsel's portfolio in Q3 2022, its #102 holding.
  • Inverness Counsel first reported a position in Interpublic Group of Companies in Q1 2022 and has held it in 3 quarters since.
  • Inverness Counsel's Interpublic Group of Companies position peaked at $955K in Q1 2022.
  • 633 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2022.

Based on Inverness Counsel's 13F filing for Q3 2022, filed 26 Oct 2022.