Nelson Peltz IVZ Holdings History
Nelson Peltz's Invesco Ltd Holding Summary
As of 2025-03-31, TRIAN FUND MANAGEMENT, L.P. held 23.17 Mil shares of Invesco Ltd(IVZ), totaling $351.54 Mil. This investment constitutes 9.41% of their stock portfolio, and TRIAN FUND MANAGEMENT, L.P. now holds 5.18% of the outstanding Invesco Ltd(IVZ) stock.
The initial trade took place in 2020Q2. And since then Nelson Peltz has made 7 purchases of IVZ, at an average price of $14.15, for a total of 55.76 Mil shares. In addition, there have been 4 sales at an average price of $17.01 for 35.08 Mil shares. Based on historical transaction data and IVZ's current price of $17.34, Nelson Peltz's estimated gain on his IVZ holdings is $166.46 Mil, reflecting a 21.10% gain to date.
Nelson Peltz IVZ ($17.34) Holding Chart
Nelson Peltz IVZ ($17.34) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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