Yorktown Management & Research Company’s IPG Photonics IPGP Stock Holding History

Yorktown Management & Research Company’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 Q3	–	Sell	-2,400	Closed	-$385K	–	253
2020 Q2	$385K	Hold	2,400	–	–	0.34%	78
2020 Q1	$265K	Buy	+2,400	New	+$314K	0.27%	144
2019 Q4	–	Sell	-2,100	Closed	-$285K	–	301
2019 Q3	$285K	Buy	+2,100	New	+$278K	0.15%	184
2019 Q2	–	Sell	-2,400	Closed	-$364K	–	325
2019 Q1	$364K	Buy	+2,400	New	+$340K	0.12%	201
2018 Q4	–	Sell	-1,700	Closed	-$265K	–	333
2018 Q3	$265K	Buy	1,700 +600	+55%	+$111K	0.08%	319
2018 Q2	$243K	Buy	+1,100	New	+$260K	0.07%	320
2016 Q2	–	Sell	-2,800	Closed	-$269K	–	335
2016 Q1	$269K	Hold	2,800	–	–	0.05%	254
2015 Q4	$250K	Hold	2,800	–	–	0.04%	314
2015 Q3	$213K	Hold	2,800	–	–	0.04%	402
2015 Q2	$238K	Hold	2,800	–	–	0.04%	388
2015 Q1	$260K	Sell	2,800 -1,400	-33%	-$121K	0.05%	308
2014 Q4	$315K	Hold	4,200	–	–	0.07%	144
2014 Q3	$289K	Hold	4,200	–	–	0.06%	184
2014 Q2	$289K	Hold	4,200	–	–	0.05%	234
2014 Q1	$299K	Hold	4,200	–	–	0.06%	195
2013 Q4	$326K	Buy	+4,200	New	+$286K	0.07%	160

Other funds holding IPGP

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $154B AUM 29.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Yorktown Management & Research Company's IPGP Position: Q3 2020 in Review

Yorktown Management & Research Company sold out of IPG Photonics (IPGP) in Q3 2020, closing a stake of 2,400 shares — an estimated $385K sold.

Yorktown Management & Research Company first reported a position in IPGP in Q4 2013 and held it in 16 quarters. The position peaked at $385K in Q2 2020. 383 funds tracked by Wall St. Rank hold IPGP as of Q3 2020.

Yorktown Management & Research Company reported no remaining IPG Photonics position as of Q3 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 2,400 IPG Photonics shares in Q3 2020, an estimated $385K.
Yorktown Management & Research Company first reported a position in IPG Photonics in Q4 2013 and held it in 16 quarters.
Yorktown Management & Research Company's IPG Photonics position peaked at $385K in Q2 2020.
383 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2020.

Based on Yorktown Management & Research Company's 13F filing for Q3 2020, filed 6 Nov 2020.