Invesco’s Huadi International Group HUDI Stock Holding History

Invesco’s Portfolio HUDI Stock Details HUDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,044	Closed	-$60.8K	–	3886
2023 Q2	$60.8K	Buy	+13,044	New	+$57.7K	﹤0.01%	3801
2023 Q1	–	Sell	-17,667	Closed	-$89.7K	–	3923
2022 Q4	$89.7K	Sell	17,667 -704	-4%	-$13.8K	﹤0.01%	3847
2022 Q3	$450K	Sell	18,371 -512	-3%	-$10.6K	﹤0.01%	3299
2022 Q2	$383K	Buy	18,883 +2,584	+16%	+$64K	﹤0.01%	3469
2022 Q1	$369K	Buy	16,299 +6,168	+61%	+$129K	﹤0.01%	3542
2021 Q4	$324K	Buy	+10,131	New	+$201K	﹤0.01%	3574

Other funds holding HUDI

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Invesco's HUDI Position: Q3 2023 in Review

Invesco sold out of Huadi International Group (HUDI) in Q3 2023, closing a stake of 13,044 shares — an estimated $60.8K sold.

Invesco first reported a position in HUDI in Q4 2021 and held it in 6 quarters. The position peaked at $450K in Q3 2022. 6 funds tracked by Wall St. Rank hold HUDI as of Q3 2023.

Invesco reported no remaining Huadi International Group position as of Q3 2023 after selling out during the quarter.
Invesco sold 13,044 Huadi International Group shares in Q3 2023, an estimated $60.8K.
Invesco first reported a position in Huadi International Group in Q4 2021 and held it in 6 quarters.
Invesco's Huadi International Group position peaked at $450K in Q3 2022.
6 funds tracked by Wall St. Rank held Huadi International Group as of Q3 2023.

Based on Invesco's 13F filing for Q3 2023, filed 13 Nov 2023.