LP
IVZ icon

LMR Partners’s Invesco IVZ Stock Holding History

LMR Partners’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
2024
Q3 		– Sell
-34,112
Closed -$510K – 1449
2024
Q2 		$510K Hold
34,112
– – 0.01% 766
2024
Q1 		$566K Hold
34,112
– – 0.01% 747
2023
Q4 		$609K Buy
+34,112
New +$492K 0.02% 631
2018
Q4 		– Sell
-28,113
Closed -$643K – 406
2018
Q3 		$643K Buy
+28,113
New +$703K 0.04% 165
2017
Q4 		– Sell
-22,109
Closed -$775K – 365
2017
Q3 		$775K Buy
+22,109
New +$755K 0.08% 131
2017
Q2 		– Sell
-29,872
Closed -$915K – 642
2017
Q1 		$915K Buy
+29,872
New +$934K 0.09% 136
2016
Q3 		– Sell
-12,854
Closed -$328K – 412
2016
Q2 		$328K Buy
+12,854
New +$381K 0.05% 337
2015
Q3 		– Sell
-11,839
Closed -$444K – 406
2015
Q2 		$444K Buy
+11,839
New +$474K 0.05% 319
2015
Q1 		– Sell
-25,727
Closed -$1.02M – 414
2014
Q4 		$1.02M Buy
+25,727
New +$1.01M 0.13% 206

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Vanguard Group
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TFM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return