Invesco Ltd (IVZ)

Sector:Financials
Super Investor Stats:
Ownership count:2
Ownership rank:348
% of all portfolios:0.151%
Hold Price * :$17.56
History Portfolio Manager Activity Share change % change to portfolio ▼
Q3  2024
≡ Nelson Peltz - Trian Fund Management Reduce 14.88% 4,050,292 1.83
≡ Robert Olstein - Olstein Capital Management Reduce 4.46% 22,950 0.07
Q2  2024
≡ Nelson Peltz - Trian Fund Management Reduce 19.79% 6,716,362 2.45
≡ Lee Ainslie - Maverick Capital Sell 100.00% 12,564 0.00
Q1  2024
≡ Robert Olstein - Olstein Capital Management Reduce 3.38% 18,000 0.05
≡ Lee Ainslie - Maverick Capital Buy 12,564 0.00
Q4  2023
≡ Robert Olstein - Olstein Capital Management Reduce 14.59% 91,054 0.27
≡ Lee Ainslie - Maverick Capital Sell 100.00% 25,577 0.01
Q3  2023
≡ Robert Olstein - Olstein Capital Management Reduce 1.58% 10,000 0.02
≡ Lee Ainslie - Maverick Capital Buy 25,577 0.01
Q2  2023
≡ Robert Olstein - Olstein Capital Management Add 12.01% 68,000 0.18
≡ Lee Ainslie - Maverick Capital Sell 100.00% 75,524 0.03
Q1  2023
≡ Nelson Peltz - Trian Fund Management Reduce 39.13% 21,818,538 9.54
≡ Robert Olstein - Olstein Capital Management Reduce 8.74% 54,200 0.14
≡ Lee Ainslie - Maverick Capital Buy 75,524 0.03
Q4  2022
≡ Robert Olstein - Olstein Capital Management Reduce 8.42% 57,000 0.16
≡ Lee Ainslie - Maverick Capital Sell 100.00% 35,092 0.01
Q3  2022
≡ Lee Ainslie - Maverick Capital Buy 35,092 0.01
Q2  2022
≡ Nelson Peltz - Trian Fund Management Add 3.19% 1,724,600 0.61
≡ Robert Olstein - Olstein Capital Management Reduce 10.89% 82,800 0.20
Q1  2022
≡ Nelson Peltz - Trian Fund Management Add 18.82% 8,560,175 3.73
≡ Robert Olstein - Olstein Capital Management Add 1.75% 13,100 0.04
≡ Lee Ainslie - Maverick Capital Sell 100.00% 5,617 0.00
Q4  2021
≡ Nelson Peltz - Trian Fund Management Add 23.72% 8,718,084 3.04
≡ Robert Olstein - Olstein Capital Management Add 10.73% 72,400 0.20
≡ Lee Ainslie - Maverick Capital Add 15.17% 740 0.00
Q3  2021
≡ Robert Olstein - Olstein Capital Management Add 7.56% 47,416 0.14
≡ Lee Ainslie - Maverick Capital Reduce 68.08% 10,400 0.00
Q2  2021
≡ Robert Olstein - Olstein Capital Management Reduce 1.18% 7,500 0.03
≡ Lee Ainslie - Maverick Capital Add 468.34% 12,589 0.00
≡ Nelson Peltz - Trian Fund Management Add 0.04% 14,236 0.00
Q1  2021
≡ Robert Olstein - Olstein Capital Management Reduce 27.35% 238,916 0.84
≡ Nelson Peltz - Trian Fund Management Add 0.01% 2,196 0.00
≡ Lee Ainslie - Maverick Capital Buy 2,688 0.00
Q4  2020
≡ Robert Olstein - Olstein Capital Management Reduce 17.83% 189,500 0.53
Q3  2020
≡ Nelson Peltz - Trian Fund Management Add 66.79% 14,712,352 2.78
Q2  2020
≡ Nelson Peltz - Trian Fund Management Buy 22,026,991 4.29
≡ Robert Olstein - Olstein Capital Management Add 59.66% 397,200 0.80
Q1  2020
≡ Robert Olstein - Olstein Capital Management Add 88.61% 312,800 0.62
Q4  2019
≡ Robert Olstein - Olstein Capital Management Reduce 34.63% 187,000 0.52
Q3  2019
≡ Robert Olstein - Olstein Capital Management Add 30.12% 125,000 0.33
Q2  2019
≡ Robert Olstein - Olstein Capital Management Reduce 10.17% 47,000 0.16
Q1  2019
≡ Robert Olstein - Olstein Capital Management Reduce 1.70% 8,000 0.03
Q4  2018
≡ Richard Pzena - Hancock Classic Value Sell 100.00% 1,071,868 1.04
≡ Robert Olstein - Olstein Capital Management Add 8.80% 38,000 0.10
Q3  2018
≡ Richard Pzena - Hancock Classic Value Buy 1,071,868 1.04
≡ Robert Olstein - Olstein Capital Management Add 8.82% 35,000 0.11
Q2  2018
≡ Robert Olstein - Olstein Capital Management Add 21.78% 71,000 0.25
Q1  2018
≡ Robert Olstein - Olstein Capital Management Add 17.77% 49,200 0.20
Q4  2017
≡ Harry Burn - Sound Shore Sell 100.00% 944,650 1.65
≡ Robert Olstein - Olstein Capital Management Reduce 10.42% 32,200 0.15
Q3  2017
≡ Harry Burn - Sound Shore Reduce 35.37% 516,950 0.90
≡ Robert Olstein - Olstein Capital Management Add 3.48% 10,400 0.05
Q2  2017
≡ Harry Burn - Sound Shore Reduce 16.07% 279,850 0.50
≡ Robert Olstein - Olstein Capital Management Reduce 6.81% 21,832 0.10
Q1  2017
≡ Harry Burn - Sound Shore Add 16.45% 246,000 0.38
≡ Robert Olstein - Olstein Capital Management Reduce 13.26% 49,000 0.19
Q4  2016
≡ Harry Burn - Sound Shore Add 21.22% 261,750 0.42
≡ Robert Olstein - Olstein Capital Management Reduce 8.43% 34,000 0.13
Q3  2016
≡ Harry Burn - Sound Shore Reduce 24.48% 399,800 0.69
≡ Robert Olstein - Olstein Capital Management Reduce 9.14% 40,568 0.21
Q2  2016
≡ Robert Olstein - Olstein Capital Management Add 19.68% 73,000 0.31
≡ Harry Burn - Sound Shore Reduce 1.49% 24,700 0.04
Q1  2016
≡ Robert Olstein - Olstein Capital Management Add 9.44% 32,000 0.16
≡ Harry Burn - Sound Shore Add 1.54% 25,200 0.04
Q4  2015
≡ Robert Olstein - Olstein Capital Management Add 7.28% 23,000 0.12
Q3  2015
≡ Harry Burn - Sound Shore Add 5.48% 84,900 0.15
Q2  2015
≡ Harry Burn - Sound Shore Reduce 8.35% 141,100 0.23
Q1  2015
≡ Harry Burn - Sound Shore Add 16.27% 236,400 0.41
≡ Robert Olstein - Olstein Capital Management Add 11.27% 32,000 0.17
Q4  2014
≡ Harry Burn - Sound Shore Reduce 10.23% 165,500 0.29
≡ Robert Olstein - Olstein Capital Management Add 1.79% 5,000 0.03
Q2  2014
≡ Richard Pzena - Hancock Classic Value Sell 100.00% 1,706,706 2.26
≡ Harry Burn - Sound Shore Add 16.37% 227,600 0.36
≡ Robert Olstein - Olstein Capital Management Add 10.28% 26,000 0.16
Q1  2014
≡ Robert Olstein - Olstein Capital Management Buy 253,000 1.49
≡ Richard Pzena - Hancock Classic Value Reduce 3.29% 58,019 0.08
Q2  2013
≡ Richard Pzena - Hancock Classic Value Reduce 6.30% 118,700 0.17
≡ Harry Burn - Sound Shore Reduce 5.60% 82,500 0.15
Q1  2013
≡ Richard Pzena - Hancock Classic Value Add 28.86% 421,800 0.58
Q4  2012
≡ Harry Burn - Sound Shore Reduce 6.58% 103,700 0.19
Q3  2012
≡ Harry Burn - Sound Shore Reduce 5.89% 98,700 0.17
≡ Richard Pzena - Hancock Classic Value Add 0.82% 11,850 0.02
Q2  2012
≡ Harry Burn - Sound Shore Reduce 8.49% 155,400 0.24
≡ Richard Pzena - Hancock Classic Value Add 5.46% 75,025 0.11
Q1  2012
≡ Richard Pzena - Hancock Classic Value Buy 1,374,750 2.15
≡ Harry Burn - Sound Shore Reduce 26.00% 643,400 1.05
Q4  2011
≡ Harry Burn - Sound Shore Add 2.65% 63,900 0.08
Q3  2011
≡ Harry Burn - Sound Shore Add 4.03% 93,300 0.10
Q2  2011
≡ Harry Burn - Sound Shore Add 24.44% 455,100 0.56
Q4  2010
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 9,495,772 1.88
≡ Harry Burn - Sound Shore Reduce 25.13% 625,000 0.81
Q3  2010
≡ Stephen Mandel - Lone Pine Capital Add 4.63% 420,000 0.08
Q2  2010
≡ Stephen Mandel - Lone Pine Capital Add 1660.24% 8,560,172 1.55
≡ Harry Burn - Sound Shore Reduce 14.11% 408,500 0.42
Q1  2010
≡ Harry Burn - Sound Shore Add 21.87% 519,600 0.53
≡ Stephen Mandel - Lone Pine Capital Buy 515,600 0.11
Q4  2009
≡ Harry Burn - Sound Shore Add 3.38% 77,700 0.09
Q3  2009
≡ Harry Burn - Sound Shore Reduce 0.24% 5,500 0.01
Q2  2009
≡ Harry Burn - Sound Shore Buy 2,303,800 2.44

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.