Pearl River Capital’s IPG Photonics IPGP Stock Holding History

Pearl River Capital’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	-3,500	Closed	-$475K	–	554
2023 Q2	$475K	Sell	3,500 -7,698	-69%	-$907K	0.08%	327
2023 Q1	$1.38M	Sell	11,198 -1,464	-12%	-$170K	0.22%	141
2022 Q4	$1.2M	Sell	12,662 -67	-0.5%	-$6.01K	0.2%	162
2022 Q3	$1.07M	Buy	12,729 +2,532	+25%	+$241K	0.2%	161
2022 Q2	$960K	Buy	10,197 +2,053	+25%	+$203K	0.23%	145
2022 Q1	$894K	Buy	+8,144	New	+$1.12M	0.25%	127
2020 Q1	–	Sell	-1,709	Closed	-$248K	–	608
2019 Q4	$248K	Buy	+1,709	New	+$238K	0.09%	402
2019 Q1	–	Sell	-100	Closed	-$11K	–	554
2018 Q4	$11K	Buy	+100	New	+$13.3K	0.05%	520

Other funds holding IPGP

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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