Swedbank
IVZ icon

Swedbank’s Invesco IVZ Stock Holding History

Swedbank’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
2024
Q4 		– Sell
-2,000,000
Closed -$35.1M – 701
2024
Q3 		$35.1M Sell
2,000,000
-500,000
-20% -$8.21M 0.04% 245
2024
Q2 		$37.4M Hold
2,500,000
– – 0.05% 219
2024
Q1 		$41.5M Hold
2,500,000
– – 0.06% 210
2023
Q4 		$44.6M Sell
2,500,000
-35,289
-1% -$509K 0.07% 196
2023
Q3 		$36.8M Sell
2,535,289
-118,969
-4% -$1.91M 0.06% 210
2023
Q2 		$44.6M Hold
2,654,258
– – 0.08% 197
2023
Q1 		$43.5M Sell
2,654,258
-500
-0% -$8.92K 0.09% 192
2022
Q4 		$47.8M Buy
2,654,758
+94,775
+4% +$1.62M 0.11% 181
2022
Q3 		$35.1M Hold
2,559,983
– – 0.08% 200
2022
Q2 		$41.3M Hold
2,559,983
– – 0.09% 189
2022
Q1 		$59M Sell
2,559,983
-1,000
-0% -$22.2K 0.11% 170
2021
Q4 		$59.4M Sell
2,560,983
-500
-0% -$12.2K 0.1% 178
2021
Q3 		$61.8M Sell
2,561,483
-500
-0% -$12.5K 0.12% 164
2021
Q2 		$68.5M Sell
2,561,983
-500
-0% -$13.6K 0.13% 152
2021
Q1 		$64.6M Buy
+2,562,483
New +$57.5M 0.13% 157

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Swedbank's IVZ Position: Q4 2024 in Review

Swedbank sold out of Invesco (IVZ) in Q4 2024, closing a stake of 2,000,000 shares — an estimated $35.1M sold.

Swedbank first reported a position in IVZ in Q1 2021 and held it in 15 quarters. The position peaked at $68.5M in Q2 2021. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

  • Swedbank reported no remaining Invesco position as of Q4 2024 after selling out during the quarter.
  • Swedbank sold 2,000,000 Invesco shares in Q4 2024, an estimated $35.1M.
  • Swedbank first reported a position in Invesco in Q1 2021 and held it in 15 quarters.
  • Swedbank's Invesco position peaked at $68.5M in Q2 2021.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on Swedbank's 13F filing for Q4 2024, filed 22 Jan 2025.