Question 1

How many shares of IVZ does FORSTA AP-FONDEN own?

Accepted Answer

FORSTA AP-FONDEN previously held 0 shares of IVZ (INVESCO LTD) before exiting the position in 2023-Q4.

Question 2

What is FORSTA AP-FONDEN's IVZ position worth?

Accepted Answer

FORSTA AP-FONDEN's IVZ position was last reported at $0 in 2023-Q4 before the exit.

Question 3

Is FORSTA AP-FONDEN buying or selling IVZ?

Accepted Answer

In 2023-Q4, FORSTA AP-FONDEN exited their IVZ position entirely (-100.0% change in shares).

Question 4

When did FORSTA AP-FONDEN first buy IVZ?

Accepted Answer

Based on available 13F filings, FORSTA AP-FONDEN first reported a position in IVZ in 2020-Q1. They have held the position across 14 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$15.89	0
2023-Q3	New	179,300	-	$2.6M	0.0%	$12.74	36
2023-Q2	Exited	0	-100.0%	$0	0.0%	$14.57	0
2023-Q1	Increased	268,000	+11.7%	$4.4M	0.1%	$14.04	30
2022-Q4	Increased	239,900	+169.3%	$4.3M	0.0%	$15.25	43
2022-Q3	Decreased	89,100	-58.1%	$1.2M	0.0%	$11.48	0
2022-Q2	Increased	212,500	+42.6%	$3.4M	0.0%	$13.38	36
2022-Q1	Decreased	149,000	-30.8%	$3.4M	0.0%	$18.93	0
2021-Q4	Increased	215,200	+24.0%	$5M	0.0%	$18.76	33
2021-Q3	Decreased	173,600	-8.7%	$4.2M	0.0%	$19.52	0
2021-Q2	Increased	190,100	+435.5%	$5.1M	0.1%	$21.50	43
2021-Q1	New	35,500	-	$895,000	0.0%	$20.16	34
2020-Q2	Exited	0	-100.0%	$0	0.0%	$8.34	0
2020-Q1	New	280,000	-	$2.5M	0.1%	$6.89	36

IVZ14 quarters

IVZ
14 quarters