Mackenzie Financial
IPGP icon

Mackenzie Financial’s IPG Photonics IPGP Stock Holding History

Mackenzie Financial’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
2020
Q1 		– Sell
-333,380
Closed -$48.3M – 1120
2019
Q4 		$48.3M Sell
333,380
-16,898
-5% -$2.35M 0.12% 177
2019
Q3 		$47.5M Hold
350,278
– – 0.12% 169
2019
Q2 		$54M Sell
350,278
-36,458
-9% -$5.51M 0.14% 167
2019
Q1 		$58.7M Sell
386,736
-277,992
-42% -$39.3M 0.14% 160
2018
Q4 		$75.3M Sell
664,728
-199,786
-23% -$26.6M 0.2% 118
2018
Q3 		$135M Buy
864,514
+652,276
+307% +$121M 0.33% 86
2018
Q2 		$46.8M Buy
212,238
+166,003
+359% +$39.2M 0.12% 174
2018
Q1 		$10.8M Buy
46,235
+9,355
+25% +$2.31M 0.03% 325
2017
Q4 		$7.9M Buy
36,880
+1,504
+4% +$319K 0.02% 377
2017
Q3 		$6.55M Buy
+35,376
New +$5.88M 0.04% 305
2017
Q1 		– Sell
-6,250
Closed -$617K – 672
2016
Q4 		$617K Sell
6,250
-10,950
-64% -$1.02M ﹤0.01% 492
2016
Q3 		$1.42M Hold
17,200
– – 0.01% 375
2016
Q2 		$1.38M Hold
17,200
– – 0.01% 527
2016
Q1 		$1.65M Buy
+17,200
New +$1.46M 0.02% 396
2013
Q3 		– Sell
-77,900
Closed -$4.73M – 638
2013
Q2 		$4.73M Buy
+77,900
New +$4.76M 0.02% 318

Other funds holding IPGP

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Mackenzie Financial's IPGP Position: Q1 2020 in Review

Mackenzie Financial sold out of IPG Photonics (IPGP) in Q1 2020, closing a stake of 333,380 shares — an estimated $48.3M sold.

Mackenzie Financial first reported a position in IPGP in Q2 2013 and held it in 15 quarters. The position peaked at $135M in Q3 2018. 381 funds tracked by Wall St. Rank hold IPGP as of Q1 2020.

  • Mackenzie Financial reported no remaining IPG Photonics position as of Q1 2020 after selling out during the quarter.
  • Mackenzie Financial sold 333,380 IPG Photonics shares in Q1 2020, an estimated $48.3M.
  • Mackenzie Financial first reported a position in IPG Photonics in Q2 2013 and held it in 15 quarters.
  • Mackenzie Financial's IPG Photonics position peaked at $135M in Q3 2018.
  • 381 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2020.

Based on Mackenzie Financial's 13F filing for Q1 2020, filed 14 May 2020.