Whittier Trust’s IPG Photonics IPGP Stock Holding History

Whittier Trust’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
2020 Q1	–	Sell	-15	Closed	-$2K	–	1528
2019 Q4	$2K	Buy	+15	New	+$2.09K	﹤0.01%	1363
2019 Q3	–	Sell	-79	Closed	-$12K	–	1564
2019 Q2	$12K	Buy	+79	New	+$11.9K	﹤0.01%	1042
2018 Q2	–	Sell	-76	Closed	-$18K	–	1302
2018 Q1	$18K	Hold	76	–	–	﹤0.01%	958
2017 Q4	$16K	Hold	76	–	–	﹤0.01%	962
2017 Q3	$14K	Hold	76	–	–	﹤0.01%	969
2017 Q2	$11K	Hold	76	–	–	﹤0.01%	972
2017 Q1	$9K	Buy	+76	New	+$8.6K	﹤0.01%	1020

Other funds holding IPGP

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Whittier Trust's IPGP Position: Q1 2020 in Review

Whittier Trust sold out of IPG Photonics (IPGP) in Q1 2020, closing a stake of 15 shares — an estimated $2K sold.

Whittier Trust first reported a position in IPGP in Q1 2017 and held it in 7 quarters. The position peaked at $18K in Q1 2018. 381 funds tracked by Wall St. Rank hold IPGP as of Q1 2020.

Whittier Trust reported no remaining IPG Photonics position as of Q1 2020 after selling out during the quarter.
Whittier Trust sold 15 IPG Photonics shares in Q1 2020, an estimated $2K.
Whittier Trust first reported a position in IPG Photonics in Q1 2017 and held it in 7 quarters.
Whittier Trust's IPG Photonics position peaked at $18K in Q1 2018.
381 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2020.

Based on Whittier Trust's 13F filing for Q1 2020, filed 27 Apr 2020.