Vancity Investment Management’s Interpublic Group of Companies IPG Stock Holding History

Vancity Investment Management’s Portfolio IPG Stock Details IPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-211,714	Closed	-$8.17M	–	74
2023 Q2	$8.17M	Buy	+211,714	New	+$7.99M	1.05%	38
2023 Q1	–	Sell	-237,431	Closed	-$7.91M	–	70
2022 Q4	$7.91M	Hold	237,431	–	–	1.19%	37
2022 Q3	$6.08M	Sell	237,431 -22,986	-9%	-$652K	0.97%	44
2022 Q2	$7.17M	Hold	260,417	–	–	1.02%	40
2022 Q1	$9.23M	Sell	260,417 -9,908	-4%	-$357K	1.09%	35
2021 Q4	$10.1M	Buy	270,325 +35,017	+15%	+$1.27M	1.16%	34
2021 Q3	$8.63M	Sell	235,308 -881	-0.4%	-$31.5K	1.1%	35
2021 Q2	$7.67M	Buy	236,189 +17,010	+8%	+$544K	1.07%	39
2021 Q1	$6.4M	Hold	219,179	–	–	1.18%	42
2020 Q4	$5.16M	Buy	+219,179	New	+$4.6M	1.03%	47

Other funds holding IPG

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vancity Investment Management's IPG Position: Q3 2023 in Review

Vancity Investment Management sold out of Interpublic Group of Companies (IPG) in Q3 2023, closing a stake of 211,714 shares — an estimated $8.17M sold.

Vancity Investment Management first reported a position in IPG in Q4 2020 and held it in 10 quarters. The position peaked at $10.1M in Q4 2021. 695 funds tracked by Wall St. Rank hold IPG as of Q3 2023.

Vancity Investment Management reported no remaining Interpublic Group of Companies position as of Q3 2023 after selling out during the quarter.
Vancity Investment Management sold 211,714 Interpublic Group of Companies shares in Q3 2023, an estimated $8.17M.
Vancity Investment Management first reported a position in Interpublic Group of Companies in Q4 2020 and held it in 10 quarters.
Vancity Investment Management's Interpublic Group of Companies position peaked at $10.1M in Q4 2021.
695 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2023.

Based on Vancity Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.