Invesco Ltd (IVZ)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 1 |
| Ownership rank: | 866 |
| % of all portfolios: | 0.012% |
| 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 | |
| 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 | |
| Q4 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Add 15.17% | 740 | 0.00 | |
| ≡ | Nelson Peltz - Trian Fund Management | Add 23.72% | 8,718,084 | 3.04 | |
| Q2 2021 | |||||
| ≡ | Nelson Peltz - Trian Fund Management | Add 0.04% | 14,236 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Add 468.34% | 12,589 | 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 | |
| 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 | |
| Q1 2016 | |||||
| ≡ | Harry Burn - Sound Shore | Add 1.54% | 25,200 | 0.04 | |
| 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 | |
| Q2 2014 | |||||
| ≡ | Harry Burn - Sound Shore | Add 16.37% | 227,600 | 0.36 | |
| 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.