MFG
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Mendota Financial Group’s Invesco IVZ Stock Holding History

Mendota Financial Group’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
Q4 		– Sell
-2
Closed -$36 – 777
2024
Q3 		$36 Buy
+2
New +$33 ﹤0.01% 1171

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TFM
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
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Mendota Financial Group's IVZ Position: Q4 2024 in Review

Mendota Financial Group sold out of Invesco (IVZ) in Q4 2024, closing a stake of 2 shares — an estimated $36 sold.

Mendota Financial Group first reported a position in IVZ in Q3 2024 and held it in 1 quarter. The position peaked at $36 in Q3 2024. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

  • Mendota Financial Group reported no remaining Invesco position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 2 Invesco shares in Q4 2024, an estimated $36.
  • Mendota Financial Group first reported a position in Invesco in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Invesco position peaked at $36 in Q3 2024.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.