PSUF
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People's United Financial’s Invesco IVZ Stock Holding History

People's United Financial’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
2022
Q1 		– Sell
-35,285
Closed -$812K – 650
2021
Q4 		$812K Sell
35,285
-73,620
-68% -$1.79M 0.02% 400
2021
Q3 		$2.63M Buy
108,905
+739
+0.7% +$18.5K 0.06% 219
2021
Q2 		$2.89M Buy
108,166
+2,449
+2% +$66.7K 0.06% 203
2021
Q1 		$2.67M Buy
+105,717
New +$2.37M 0.06% 206
2017
Q3 		– Sell
-250
Closed -$9K – 721
2017
Q2 		$9K Hold
250
– – ﹤0.01% 916
2017
Q1 		$8K Sell
250
-24,366
-99% -$762K ﹤0.01% 910
2016
Q4 		$747K Sell
24,616
-2,573
-9% -$79.1K 0.03% 385
2016
Q3 		$850K Buy
27,189
+570
+2% +$16.7K 0.04% 262
2016
Q2 		$680K Sell
26,619
-1,022
-4% -$30.3K 0.04% 284
2016
Q1 		$851K Sell
27,641
-2,045
-7% -$59K 0.05% 264
2015
Q4 		$994K Buy
29,686
+406
+1% +$13.3K 0.05% 243
2015
Q3 		$914K Buy
29,280
+921
+3% +$32.8K 0.05% 253
2015
Q2 		$1.06M Buy
28,359
+1,888
+7% +$75.6K 0.06% 243
2015
Q1 		$1.05M Buy
26,471
+8,228
+45% +$321K 0.05% 251
2014
Q4 		$720K Buy
18,243
+18,093
+12,062% +$713K 0.04% 309
2014
Q3 		$6K Sell
150
-350
-70% -$13.8K ﹤0.01% 718
2014
Q2 		$19K Sell
500
-225
-31% -$8.14K ﹤0.01% 653
2014
Q1 		$27K Buy
725
+150
+26% +$5.2K ﹤0.01% 585
2013
Q4 		$21K Hold
575
– – ﹤0.01% 608
2013
Q3 		$18K Hold
575
– – ﹤0.01% 622
2013
Q2 		$18K Buy
+575
New +$18.4K ﹤0.01% 587

Other funds holding IVZ

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

People's United Financial's IVZ Position: Q1 2022 in Review

People's United Financial sold out of Invesco (IVZ) in Q1 2022, closing a stake of 35,285 shares — an estimated $812K sold.

People's United Financial first reported a position in IVZ in Q2 2013 and held it in 21 quarters. The position peaked at $2.89M in Q2 2021. 525 funds tracked by Wall St. Rank hold IVZ as of Q1 2022.

  • People's United Financial reported no remaining Invesco position as of Q1 2022 after selling out during the quarter.
  • People's United Financial sold 35,285 Invesco shares in Q1 2022, an estimated $812K.
  • People's United Financial first reported a position in Invesco in Q2 2013 and held it in 21 quarters.
  • People's United Financial's Invesco position peaked at $2.89M in Q2 2021.
  • 525 funds tracked by Wall St. Rank held Invesco as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.