Perpetual Investment Management’s Interpublic Group of Companies IPG Stock Holding History

Perpetual Investment Management’s Portfolio IPG Stock Details IPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$18.8M	Sell	564,224 -65,098	-10%	-$2.02M	2.24%	7
2022 Q3	$16.1M	Buy	629,322 +29,000	+5%	+$823K	2.36%	8
2022 Q2	$16.5M	Buy	600,322 +40,235	+7%	+$1.28M	2.42%	8
2022 Q1	$19.9M	Buy	560,087 +17,000	+3%	+$613K	2.49%	4
2021 Q4	$20.3M	Buy	543,087 +59,858	+12%	+$2.18M	2.33%	3
2021 Q3	$17.7M	Sell	483,229 -55,000	-10%	-$1.97M	2.24%	5
2021 Q2	$17.1M	Sell	538,229 -53,900	-9%	-$1.72M	2.43%	4
2021 Q1	$17.3M	Sell	592,129 -41,921	-7%	-$1.11M	2.88%	3
2020 Q4	$14.9M	Buy	+634,050	New	+$13.3M	2.2%	5

Other funds holding IPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perpetual Investment Management's IPG Position: Q4 2022 in Review

Perpetual Investment Management reduced its Interpublic Group of Companies (IPG) stake by 10% in Q4 2022, selling an estimated $2.02M and leaving 564,224 shares worth $18.8M. The position accounts for 2.24% of the portfolio, ranked #7.

Perpetual Investment Management first reported a position in IPG in Q4 2020 and has held it in 9 quarters since. The position peaked at $20.3M in Q4 2021. 698 funds tracked by Wall St. Rank hold IPG as of Q4 2022.

Perpetual Investment Management held 564,224 shares of Interpublic Group of Companies worth $18.8M as of Q4 2022.
Perpetual Investment Management sold 65,098 Interpublic Group of Companies shares in Q4 2022, an estimated $2.02M.
Interpublic Group of Companies made up 2.24% of Perpetual Investment Management's portfolio in Q4 2022, its #7 holding.
Perpetual Investment Management first reported a position in Interpublic Group of Companies in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's Interpublic Group of Companies position peaked at $20.3M in Q4 2021.
698 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.