Perpetual Investment Management’s IPG Photonics IPGP Stock Holding History

Perpetual Investment 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
2022 Q4	$891K	Buy	9,415 +1,300	+16%	+$117K	0.11%	118
2022 Q3	$685K	Sell	8,115 -2,636	-25%	-$250K	0.1%	132
2022 Q2	$1.01M	Sell	10,751 -3,862	-26%	-$382K	0.15%	116
2022 Q1	$1.6M	Buy	14,613 +110	+0.8%	+$15.1K	0.2%	105
2021 Q4	$2.5M	Buy	14,503 +4,081	+39%	+$674K	0.29%	98
2021 Q3	$1.65M	Buy	+10,422	New	+$1.91M	0.21%	115

Other funds holding IPGP

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Perpetual Investment Management increased its IPG Photonics (IPGP) stake by 16% in Q4 2022, buying an estimated $117K and bringing the position to 9,415 shares worth $891K. The position accounts for 0.11% of the portfolio, ranked #118.

Perpetual Investment Management first reported a position in IPGP in Q3 2021 and has held it in 6 quarters since. The position peaked at $2.5M in Q4 2021. 305 funds tracked by Wall St. Rank hold IPGP as of Q4 2022.

Perpetual Investment Management held 9,415 shares of IPG Photonics worth $891K as of Q4 2022.
Perpetual Investment Management bought 1,300 IPG Photonics shares in Q4 2022, an estimated $117K.
IPG Photonics made up 0.11% of Perpetual Investment Management's portfolio in Q4 2022, its #118 holding.
Perpetual Investment Management first reported a position in IPG Photonics in Q3 2021 and has held it in 6 quarters since.
Perpetual Investment Management's IPG Photonics position peaked at $2.5M in Q4 2021.
305 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2022.

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