Scott Investment Partners’s IPG Photonics IPGP Stock Holding History

Scott Investment Partners’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
2023 Q3	$599K	Hold	5,900	–	–	1.38%	41
2023 Q2	$801K	Hold	5,900	–	–	1.8%	33
2023 Q1	$728K	Hold	5,900	–	–	1.68%	36
2022 Q4	$559K	Hold	5,900	–	–	1.35%	39
2022 Q3	$498K	Sell	5,900 -29,000	-83%	-$2.75M	1.34%	41
2022 Q2	$3.29M	Hold	34,900	–	–	2.19%	26
2022 Q1	$3.83M	Buy	34,900 +11,200	+47%	+$1.54M	2.31%	25
2021 Q4	$4.08M	Hold	23,700	–	–	2.55%	24
2021 Q3	$3.75M	Hold	23,700	–	–	2.58%	24
2021 Q2	$5M	Hold	23,700	–	–	3.51%	12
2021 Q1	$5M	Hold	23,700	–	–	3.68%	8
2020 Q4	$5.3M	Buy	+23,700	New	+$4.75M	4.19%	4

Other funds holding IPGP

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Scott Investment Partners's IPGP Position: Q3 2023 in Review

Scott Investment Partners held its IPG Photonics (IPGP) position steady in Q3 2023 at 5,900 shares worth $599K. The position accounts for 1.38% of the portfolio, ranked #41.

Scott Investment Partners first reported a position in IPGP in Q4 2020 and has held it in 12 quarters since. The position peaked at $5.3M in Q4 2020. 304 funds tracked by Wall St. Rank hold IPGP as of Q3 2023.

Scott Investment Partners held 5,900 shares of IPG Photonics worth $599K as of Q3 2023.
Scott Investment Partners left its IPG Photonics share count unchanged in Q3 2023.
IPG Photonics made up 1.38% of Scott Investment Partners's portfolio in Q3 2023, its #41 holding.
Scott Investment Partners first reported a position in IPG Photonics in Q4 2020 and has held it in 12 quarters since.
Scott Investment Partners's IPG Photonics position peaked at $5.3M in Q4 2020.
304 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2023.

Based on Scott Investment Partners's 13F filing for Q3 2023, filed 1 Nov 2023.