Select Equity Group
IVZ icon

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
2019
Q3 		– Sell
-6,118,300
Closed -$125M – 107
2019
Q2 		$125M Buy
6,118,300
+3,550,000
+138% +$73.7M 0.85% 38
2019
Q1 		$49.6M Buy
+2,568,300
New +$48M 0.34% 57

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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.