Trian Fund Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $336M | Hold |
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|
2025
Q2 | $231M | Sell |
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|
2025
Q1 | $352M | Hold |
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|
2024
Q4 | $405M | Hold |
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|
2024
Q3 | $407M | Sell |
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|
2024
Q2 | $407M | Sell |
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|
2024
Q1 | $563M | Hold |
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|
2023
Q4 | $605M | Hold |
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|
2023
Q3 | $493M | Hold |
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|
2023
Q2 | $571M | Hold |
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|
2023
Q1 | $557M | Sell |
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|
2022
Q4 | $1B | Hold |
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|
2022
Q3 | $764M | Hold |
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|
2022
Q2 | $899M | Buy |
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|
2022
Q1 | $1.4B | Buy |
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|
2021
Q4 | $1.18B | Buy |
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|
2021
Q3 | $956M | Hold |
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|
2021
Q2 | $956M | Buy |
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|
2021
Q1 | $955M | Buy |
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|
2020
Q4 | $640M | Hold |
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|
2020
Q3 | $419M | Buy |
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|
2020
Q2 | $237M | Buy |
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