Strategic Financial Services’s IPG Photonics IPGP Stock Holding History

Strategic Financial Services’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
2021 Q3	–	Sell	-1,700	Closed	-$358K	–	131
2021 Q2	$358K	Hold	1,700	–	–	0.03%	109
2021 Q1	$359K	Hold	1,700	–	–	0.03%	108
2020 Q4	$380K	Hold	1,700	–	–	0.03%	106
2020 Q3	$289K	Hold	1,700	–	–	0.03%	109
2020 Q2	$273K	Buy	+1,700	New	+$242K	0.03%	113
2020 Q1	–	Sell	-1,700	Closed	-$246K	–	131
2019 Q4	$246K	Hold	1,700	–	–	0.03%	129
2019 Q3	$231K	Hold	1,700	–	–	0.03%	128
2019 Q2	$262K	Hold	1,700	–	–	0.03%	124
2019 Q1	$258K	Sell	1,700 -2,300	-58%	-$326K	0.04%	122
2018 Q4	$453K	Buy	+4,000	New	+$532K	0.07%	104
2017 Q2	–	Sell	-1,700	Closed	-$205K	–	118
2017 Q1	$205K	Buy	+1,700	New	+$192K	0.04%	113

Other funds holding IPGP

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

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

Strategic Financial Services's IPGP Position: Q3 2021 in Review

Strategic Financial Services sold out of IPG Photonics (IPGP) in Q3 2021, closing a stake of 1,700 shares — an estimated $358K sold.

Strategic Financial Services first reported a position in IPGP in Q1 2017 and held it in 11 quarters. The position peaked at $453K in Q4 2018. 381 funds tracked by Wall St. Rank hold IPGP as of Q3 2021.

Strategic Financial Services reported no remaining IPG Photonics position as of Q3 2021 after selling out during the quarter.
Strategic Financial Services sold 1,700 IPG Photonics shares in Q3 2021, an estimated $358K.
Strategic Financial Services first reported a position in IPG Photonics in Q1 2017 and held it in 11 quarters.
Strategic Financial Services's IPG Photonics position peaked at $453K in Q4 2018.
381 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2021.

Based on Strategic Financial Services's 13F filing for Q3 2021, filed 15 Nov 2021.