SIP
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Stoneridge Investment Partners’s Invesco IVZ Stock Holding History

Stoneridge Investment Partners’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
-26,889
Closed -$615K – 133
2018
Q3 		$615K Buy
26,889
+3,000
+13% +$75K 0.13% 110
2018
Q2 		$634K Hold
23,889
– – 0.12% 99
2018
Q1 		$765K Buy
23,889
+13,758
+136% +$474K 0.13% 94
2017
Q4 		$370K Hold
10,131
– – 0.06% 151
2017
Q3 		$355K Hold
10,131
– – 0.06% 161
2017
Q2 		$357K Hold
10,131
– – 0.05% 187
2017
Q1 		$310K Hold
10,131
– – 0.04% 249
2016
Q4 		$307K Buy
+10,131
New +$312K 0.04% 252

Other funds holding IVZ

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return