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Lowell Blake & Associates’s IPG Photonics IPGP Stock Holding History

Lowell Blake & Associates’s Portfolio IPGP Stock Details IPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,540
Closed -$209K – 63
2023
Q2 		$209K Sell
1,540
-821
-35% -$96.7K 0.06% 60
2023
Q1 		$291K Sell
2,361
-10,005
-81% -$1.16M 0.09% 50
2022
Q4 		$1.17M Sell
12,366
-3,330
-21% -$299K 0.39% 34
2022
Q3 		$1.32M Sell
15,696
-3,571
-19% -$339K 0.52% 32
2022
Q2 		$1.81M Buy
19,267
+1,896
+11% +$187K 0.7% 30
2022
Q1 		$1.91M Buy
17,371
+1,200
+7% +$165K 0.72% 32
2021
Q4 		$2.78M Buy
16,171
+129
+0.8% +$21.3K 1.09% 30
2021
Q3 		$2.54M Sell
16,042
-276
-2% -$50.7K 1.18% 29
2021
Q2 		$3.44M Sell
16,318
-407
-2% -$85.7K 1.58% 23
2021
Q1 		$3.53M Buy
16,725
+5,783
+53% +$1.31M 1.8% 22
2020
Q4 		$2.45M Buy
10,942
+927
+9% +$186K 1.81% 21
2020
Q3 		$1.7M Buy
10,015
+875
+10% +$144K 1.37% 27
2020
Q2 		$1.47M Buy
9,140
+1,272
+16% +$181K 1.4% 27
2020
Q1 		$868K Buy
7,868
+380
+5% +$49.7K 1.11% 30
2019
Q4 		$1.08M Buy
+7,488
New +$1.04M 1.2% 31

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Lowell Blake & Associates's IPGP Position: Q3 2023 in Review

Lowell Blake & Associates sold out of IPG Photonics (IPGP) in Q3 2023, closing a stake of 1,540 shares — an estimated $209K sold.

Lowell Blake & Associates first reported a position in IPGP in Q4 2019 and held it in 15 quarters. The position peaked at $3.53M in Q1 2021. 305 funds tracked by Wall St. Rank hold IPGP as of Q3 2023.

  • Lowell Blake & Associates reported no remaining IPG Photonics position as of Q3 2023 after selling out during the quarter.
  • Lowell Blake & Associates sold 1,540 IPG Photonics shares in Q3 2023, an estimated $209K.
  • Lowell Blake & Associates first reported a position in IPG Photonics in Q4 2019 and held it in 15 quarters.
  • Lowell Blake & Associates's IPG Photonics position peaked at $3.53M in Q1 2021.
  • 305 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2023.

Based on Lowell Blake & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.