Perpetual Ltd’s Interpublic Group of Companies IPG Stock Holding History

Perpetual Ltd’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
2024 Q2	–	Sell	-501,333	Closed	-$16.4M	–	451
2024 Q1	$16.4M	Buy	501,333 +20,000	+4%	+$648K	0.16%	104
2023 Q4	$15.7M	Hold	481,333	–	–	0.16%	100
2023 Q3	$13.8M	Buy	481,333 +44,389	+10%	+$1.48M	0.14%	103
2023 Q2	$16.9M	Sell	436,944 -127,280	-23%	-$4.8M	0.14%	101
2023 Q1	$21M	Buy	+564,224	New	+$20.3M	0.18%	93
2020 Q3	$1.9M	Hold	114,011	–	–	0.14%	163
2020 Q2	$1.96M	Hold	114,011	–	–	0.18%	113
2020 Q1	$1.85M	Buy	+114,011	New	+$2.41M	0.26%	125
2017 Q3	–	Sell	-109,844	Closed	-$2.7M	–	211
2017 Q2	$2.7M	Buy	+109,844	New	+$2.68M	0.21%	126
2016 Q4	–	Sell	-85,075	Closed	-$1.9M	–	173
2016 Q3	$1.9M	Buy	+85,075	New	+$1.96M	0.16%	138
2014 Q2	–	Sell	-362,900	Closed	-$6.22M	–	223
2014 Q1	$6.22M	Sell	362,900 -18,900	-5%	-$323K	0.91%	38
2013 Q4	$6.76M	Sell	381,800 -8,000	-2%	-$135K	0.89%	38
2013 Q3	$6.7M	Buy	+389,800	New	+$6.29M	0.94%	37

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Perpetual Ltd's IPG Position: Q2 2024 in Review

Perpetual Ltd sold out of Interpublic Group of Companies (IPG) in Q2 2024, closing a stake of 501,333 shares — an estimated $16.4M sold.

Perpetual Ltd first reported a position in IPG in Q3 2013 and held it in 13 quarters. The position peaked at $21M in Q1 2023. 714 funds tracked by Wall St. Rank hold IPG as of Q2 2024.

Perpetual Ltd reported no remaining Interpublic Group of Companies position as of Q2 2024 after selling out during the quarter.
Perpetual Ltd sold 501,333 Interpublic Group of Companies shares in Q2 2024, an estimated $16.4M.
Perpetual Ltd first reported a position in Interpublic Group of Companies in Q3 2013 and held it in 13 quarters.
Perpetual Ltd's Interpublic Group of Companies position peaked at $21M in Q1 2023.
714 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2024.

Based on Perpetual Ltd's 13F filing for Q2 2024, filed 30 Jul 2024.