Select Equity Group’s Invesco IVZ Stock Holding History

Select Equity Group’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
2018 Q4	–	Sell	-1,275,573	Closed	-$29.2M	–	106
2018 Q3	$29.2M	Buy	+1,275,573	New	+$31.9M	0.22%	72

Other funds holding IVZ

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Select Equity Group's IVZ Position: Q4 2018 in Review

Select Equity Group sold out of Invesco (IVZ) in Q4 2018, closing a stake of 1,275,573 shares — an estimated $29.2M sold.

Select Equity Group first reported a position in IVZ in Q3 2018 and held it in 1 quarter. The position peaked at $29.2M in Q3 2018. 535 funds tracked by Wall St. Rank hold IVZ as of Q4 2018.

Select Equity Group reported no remaining Invesco position as of Q4 2018 after selling out during the quarter.
Select Equity Group sold 1,275,573 Invesco shares in Q4 2018, an estimated $29.2M.
Select Equity Group first reported a position in Invesco in Q3 2018 and held it in 1 quarter.
Select Equity Group's Invesco position peaked at $29.2M in Q3 2018.
535 funds tracked by Wall St. Rank held Invesco as of Q4 2018.

Based on Select Equity Group's 13F filing for Q4 2018, filed 14 Feb 2019.