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Steward Financial Group’s IPG Photonics IPGP Stock Holding History

Steward Financial Group’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 		$2K Buy
+28
New +$3.16K ﹤0.01% 997
2023
Q2 		– Sell
-33
Closed -$4K – 724
2023
Q1 		$4K Buy
33
+23
+230% +$2.66K ﹤0.01% 356
2022
Q4 		$0 Buy
+10
New +$897 ﹤0.01% 671
2022
Q3 		– Sell
-15
Closed -$1K – 679
2022
Q2 		$1K Buy
+15
New +$1.48K ﹤0.01% 770

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Steward Financial Group's IPGP Position: Q3 2023 in Review

Steward Financial Group opened a new position in IPG Photonics (IPGP) in Q3 2023: 28 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IPGP as recently as Q1 2023.

Steward Financial Group first reported a position in IPGP in Q2 2022 and has held it in 4 quarters since. The position peaked at $4K in Q1 2023. 303 funds tracked by Wall St. Rank hold IPGP as of Q3 2023.

  • Steward Financial Group held 28 shares of IPG Photonics worth $2K as of Q3 2023.
  • IPG Photonics was a new Steward Financial Group position in Q3 2023.
  • IPG Photonics made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #997 holding.
  • Steward Financial Group first reported a position in IPG Photonics in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's IPG Photonics position peaked at $4K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.