MGP
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M&G plc’s Invesco IVZ Stock Holding History

M&G plc’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
Q2 		– Sell
-496,351
Closed -$8.44M – 415
2024
Q1 		$8.44M Buy
+496,351
New +$8.01M 0.03% 229

Other funds holding IVZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

M&G plc's IVZ Position: Q2 2024 in Review

M&G plc sold out of Invesco (IVZ) in Q2 2024, closing a stake of 496,351 shares — an estimated $8.44M sold.

M&G plc first reported a position in IVZ in Q1 2024 and held it in 1 quarter. The position peaked at $8.44M in Q1 2024. 474 funds tracked by Wall St. Rank hold IVZ as of Q2 2024.

  • M&G plc reported no remaining Invesco position as of Q2 2024 after selling out during the quarter.
  • M&G plc sold 496,351 Invesco shares in Q2 2024, an estimated $8.44M.
  • M&G plc first reported a position in Invesco in Q1 2024 and held it in 1 quarter.
  • M&G plc's Invesco position peaked at $8.44M in Q1 2024.
  • 474 funds tracked by Wall St. Rank held Invesco as of Q2 2024.

Based on M&G plc's 13F filing for Q2 2024, filed 16 Jul 2024.