Jupiter Investment Management’s Invesco IVZ Stock Holding History

Jupiter Investment Management’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
2020 Q1	–	Sell	-282,243	Closed	-$5.07M	–	431
2019 Q4	$5.07M	Sell	282,243 -229,957	-45%	-$3.92M	0.07%	224
2019 Q3	$8.68M	Buy	+512,200	New	+$9.04M	0.11%	188
2018 Q4	–	Sell	-25,200	Closed	-$576K	–	401
2018 Q3	$576K	Buy	+25,200	New	+$630K	﹤0.01%	307
2015 Q3	–	Sell	-5,700	Closed	-$213K	–	374
2015 Q2	$213K	Buy	5,700 +3,200	+128%	+$128K	0.01%	231
2015 Q1	$99K	Sell	2,500 -49,700	-95%	-$1.94M	﹤0.01%	304
2014 Q4	$2.06M	Buy	+52,200	New	+$2.06M	0.07%	197
2014 Q3	–	Sell	-63,300	Closed	-$2.39M	–	359
2014 Q2	$2.39M	Buy	63,300 +62,900	+15,725%	+$2.28M	0.13%	164
2014 Q1	$14K	Buy	+400	New	+$13.9K	﹤0.01%	323
2013 Q4	–	Sell	-130,178	Closed	-$4.15M	–	363
2013 Q3	$4.15M	Buy	130,178 +54,978	+73%	+$1.75M	0.39%	101
2013 Q2	$2.39M	Buy	+75,200	New	+$2.41M	0.29%	145

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Jupiter Investment Management's IVZ Position: Q1 2020 in Review

Jupiter Investment Management sold out of Invesco (IVZ) in Q1 2020, closing a stake of 282,243 shares — an estimated $5.07M sold.

Jupiter Investment Management first reported a position in IVZ in Q2 2013 and held it in 10 quarters. The position peaked at $8.68M in Q3 2019. 503 funds tracked by Wall St. Rank hold IVZ as of Q1 2020.

Jupiter Investment Management reported no remaining Invesco position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 282,243 Invesco shares in Q1 2020, an estimated $5.07M.
Jupiter Investment Management first reported a position in Invesco in Q2 2013 and held it in 10 quarters.
Jupiter Investment Management's Invesco position peaked at $8.68M in Q3 2019.
503 funds tracked by Wall St. Rank held Invesco as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.