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Summit Securities Group’s IPG Photonics IPGP Stock Holding History

Summit Securities 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
2025
Q1 		– Sell
-153
Closed -$11.1K – 941
2024
Q4 		$11.1K Buy
+153
New +$11.8K ﹤0.01% 452
2022
Q2 		– Sell
-15
Closed -$2K – 1087
2022
Q1 		$2K Buy
+15
New +$2.06K ﹤0.01% 1042
2017
Q3 		– Sell
-3,647
Closed -$529K – 253
2017
Q2 		$529K Buy
+3,647
New +$490K 0.09% 119

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's IPGP Position: Q1 2025 in Review

Summit Securities Group sold out of IPG Photonics (IPGP) in Q1 2025, closing a stake of 153 shares — an estimated $11.1K sold.

Summit Securities Group first reported a position in IPGP in Q2 2017 and held it in 3 quarters. The position peaked at $529K in Q2 2017. 265 funds tracked by Wall St. Rank hold IPGP as of Q1 2025.

  • Summit Securities Group reported no remaining IPG Photonics position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 153 IPG Photonics shares in Q1 2025, an estimated $11.1K.
  • Summit Securities Group first reported a position in IPG Photonics in Q2 2017 and held it in 3 quarters.
  • Summit Securities Group's IPG Photonics position peaked at $529K in Q2 2017.
  • 265 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.