PSUF
INVX

People's United Financial’s Innovex International INVX Stock Holding History

People's United Financial’s Portfolio INVX Stock Details INVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,325
Closed -$203K – 749
2019
Q4 		$203K Sell
4,325
-53
-1% -$2.43K 0.01% 704
2019
Q3 		$220K Sell
4,378
-644
-13% -$31.4K 0.01% 681
2019
Q2 		$241K Sell
5,022
-4,272
-46% -$186K 0.01% 694
2019
Q1 		$426K Buy
+9,294
New +$365K 0.01% 554
2018
Q4 		– Sell
-4,536
Closed -$237K – 786
2018
Q3 		$237K Sell
4,536
-291
-6% -$15.2K 0.01% 674
2018
Q2 		$248K Sell
4,827
-331
-6% -$15.4K 0.01% 724
2018
Q1 		$231K Sell
5,158
-342
-6% -$16.7K 0.01% 663
2017
Q4 		$262K Buy
+5,500
New +$246K 0.01% 651
2017
Q3 		– Sell
-6,607
Closed -$322K – 945
2017
Q2 		$322K Buy
6,607
+15
+0.2% +$774 0.01% 547
2017
Q1 		$360K Sell
6,592
-260
-4% -$15.5K 0.01% 522
2016
Q4 		$411K Sell
6,852
-38
-0.6% -$2.12K 0.02% 486
2016
Q3 		$384K Sell
6,890
-1,262
-15% -$70.4K 0.02% 362
2016
Q2 		$476K Sell
8,152
-2,961
-27% -$179K 0.03% 336
2016
Q1 		$673K Sell
11,113
-512
-4% -$28.5K 0.04% 289
2015
Q4 		$689K Buy
11,625
+983
+9% +$60.9K 0.04% 297
2015
Q3 		$619K Buy
10,642
+81
+0.8% +$5.16K 0.04% 303
2015
Q2 		$795K Sell
10,561
-691
-6% -$52K 0.04% 290
2015
Q1 		$770K Buy
11,252
+700
+7% +$50.4K 0.04% 299
2014
Q4 		$810K Sell
10,552
-695
-6% -$57.9K 0.04% 286
2014
Q3 		$1.01M Buy
11,247
+446
+4% +$44.5K 0.05% 246
2014
Q2 		$1.18M Sell
10,801
-623
-5% -$67K 0.06% 231
2014
Q1 		$1.28M Sell
11,424
-119
-1% -$12.3K 0.08% 195
2013
Q4 		$1.27M Buy
11,543
+896
+8% +$101K 0.07% 190
2013
Q3 		$1.22M Buy
10,647
+1,278
+14% +$131K 0.08% 169
2013
Q2 		$846K Buy
+9,369
New +$821K 0.06% 201

Other funds holding INVX

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

People's United Financial's INVX Position: Q1 2020 in Review

People's United Financial sold out of Innovex International (INVX) in Q1 2020, closing a stake of 4,325 shares — an estimated $203K sold.

People's United Financial first reported a position in INVX in Q2 2013 and held it in 25 quarters. The position peaked at $1.28M in Q1 2014. 191 funds tracked by Wall St. Rank hold INVX as of Q1 2020.

  • People's United Financial reported no remaining Innovex International position as of Q1 2020 after selling out during the quarter.
  • People's United Financial sold 4,325 Innovex International shares in Q1 2020, an estimated $203K.
  • People's United Financial first reported a position in Innovex International in Q2 2013 and held it in 25 quarters.
  • People's United Financial's Innovex International position peaked at $1.28M in Q1 2014.
  • 191 funds tracked by Wall St. Rank held Innovex International as of Q1 2020.

Based on People's United Financial's 13F filing for Q1 2020, filed 12 May 2020.