Robert Olstein IVZ Holdings History

Number of Shares
380,020.00
Current Holdings Value*
$5.77 Mil
% of Portfolio
1.06%
Total Estimate Gain
$-2.02 Mil
% of Total Estimate Gain
-5.66%

Robert Olstein's Invesco Ltd Holding Summary

As of 2025-03-31, Olstein Capital Management, L.P. held 380,020.00 shares of Invesco Ltd(IVZ), totaling $5.77 Mil. This investment constitutes 1.06% of their stock portfolio, and Olstein Capital Management, L.P. now holds 0.08% of the outstanding Invesco Ltd(IVZ) stock.

The initial trade took place in 2014Q1. And since then Robert Olstein has made 19 purchases of IVZ, at an average price of $21.16, for a total of 1.68 Mil shares. In addition, there have been 20 sales at an average price of $19.98 for 1.30 Mil shares. Based on historical transaction data and IVZ's current price of $19.92, Robert Olstein's estimated gain on his IVZ holdings is $-2.02 Mil, reflecting a -5.66% gain to date.

Robert Olstein IVZ ($19.92) Holding Chart

Robert Olstein IVZ ($19.92) 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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