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 ▼
Q1  2024
≡ Lee Ainslie - Maverick Capital Buy 12,564 0.00
Q3  2023
≡ Lee Ainslie - Maverick Capital Buy 25,577 0.01
Q2  2023
≡ Robert Olstein - Olstein Capital Management Add 12.01% 68,000 0.18
Q1  2023
≡ Lee Ainslie - Maverick Capital Buy 75,524 0.03
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
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
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
Q2  2021
≡ 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
≡ Nelson Peltz - Trian Fund Management Add 0.01% 2,196 0.00
≡ Lee Ainslie - Maverick Capital Buy 2,688 0.00
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
Q3  2019
≡ Robert Olstein - Olstein Capital Management Add 30.12% 125,000 0.33
Q4  2018
≡ 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
Q3  2017
≡ Robert Olstein - Olstein Capital Management Add 3.48% 10,400 0.05
Q1  2017
≡ Harry Burn - Sound Shore Add 16.45% 246,000 0.38
Q4  2016
≡ Harry Burn - Sound Shore Add 21.22% 261,750 0.42
Q2  2016
≡ Robert Olstein - Olstein Capital Management Add 19.68% 73,000 0.31
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
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
≡ Robert Olstein - Olstein Capital Management Add 1.79% 5,000 0.03
Q2  2014
≡ 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
Q1  2013
≡ Richard Pzena - Hancock Classic Value Add 28.86% 421,800 0.58
Q3  2012
≡ Richard Pzena - Hancock Classic Value Add 0.82% 11,850 0.02
Q2  2012
≡ 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
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
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
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
Q2  2009
≡ Harry Burn - Sound Shore Buy 2,303,800 2.44
Q4  2007
≡ Harry Burn - Sound Shore Add 11.79% 330,500 0.39
Q3  2007
≡ Harry Burn - Sound Shore Add 33.30% 700,600 0.66
Q2  2007
≡ Harry Burn - Sound Shore Buy 2,103,800 1.86

* "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.