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Orchard Capital Management’s IPG Photonics IPGP Stock Holding History

Orchard Capital Management’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
-1,756
Closed -$239K – 47
2023
Q2 		$239K Hold
1,756
– – 0.08% 42
2023
Q1 		$217K Buy
+1,756
New +$203K 0.07% 44
2022
Q1 		– Sell
-1,756
Closed -$302K – 52
2021
Q4 		$302K Hold
1,756
– – 0.09% 40
2021
Q3 		$278K Hold
1,756
– – 0.08% 40
2021
Q2 		$370K Hold
1,756
– – 0.11% 38
2021
Q1 		$370K Hold
1,756
– – 0.12% 35
2020
Q4 		$393K Buy
+1,756
New +$352K 0.17% 34

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Orchard Capital Management's IPGP Position: Q3 2023 in Review

Orchard Capital Management sold out of IPG Photonics (IPGP) in Q3 2023, closing a stake of 1,756 shares — an estimated $239K sold.

Orchard Capital Management first reported a position in IPGP in Q4 2020 and held it in 7 quarters. The position peaked at $393K in Q4 2020. 303 funds tracked by Wall St. Rank hold IPGP as of Q3 2023.

  • Orchard Capital Management reported no remaining IPG Photonics position as of Q3 2023 after selling out during the quarter.
  • Orchard Capital Management sold 1,756 IPG Photonics shares in Q3 2023, an estimated $239K.
  • Orchard Capital Management first reported a position in IPG Photonics in Q4 2020 and held it in 7 quarters.
  • Orchard Capital Management's IPG Photonics position peaked at $393K in Q4 2020.
  • 303 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2023.

Based on Orchard Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.