Vontobel Holding
IPGP icon

Vontobel Holding’s IPG Photonics IPGP Stock Holding History

Vontobel Holding’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
2024
Q3 		– Sell
-2,377
Closed -$201K – 1109
2024
Q2 		$201K Sell
2,377
-2,879
-55% -$249K ﹤0.01% 994
2024
Q1 		$477K Sell
5,256
-1,372
-21% -$129K ﹤0.01% 795
2023
Q4 		$719K Buy
+6,628
New +$642K 0.01% 688
2022
Q1 		– Sell
-1,249
Closed -$215K – 1095
2021
Q4 		$215K Buy
+1,249
New +$206K ﹤0.01% 994
2021
Q3 		– Sell
-1,016
Closed -$218K – 1199
2021
Q2 		$218K Sell
1,016
-184
-15% -$38.7K ﹤0.01% 1019
2021
Q1 		$253K Hold
1,200
– – ﹤0.01% 865
2020
Q4 		$292K Buy
+1,200
New +$240K ﹤0.01% 806

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Vontobel Holding's IPGP Position: Q3 2024 in Review

Vontobel Holding sold out of IPG Photonics (IPGP) in Q3 2024, closing a stake of 2,377 shares — an estimated $201K sold.

Vontobel Holding first reported a position in IPGP in Q4 2020 and held it in 7 quarters. The position peaked at $719K in Q4 2023. 278 funds tracked by Wall St. Rank hold IPGP as of Q3 2024.

  • Vontobel Holding reported no remaining IPG Photonics position as of Q3 2024 after selling out during the quarter.
  • Vontobel Holding sold 2,377 IPG Photonics shares in Q3 2024, an estimated $201K.
  • Vontobel Holding first reported a position in IPG Photonics in Q4 2020 and held it in 7 quarters.
  • Vontobel Holding's IPG Photonics position peaked at $719K in Q4 2023.
  • 278 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2024.

Based on Vontobel Holding's 13F filing for Q3 2024, filed 16 Oct 2024.