Robert Olstein IVZ Holdings History

Number of Shares
381,120.00
Current Holdings Value*
$6.01 Mil
% of Portfolio
1.13%
Total Estimate Gain
$-1.43 Mil
% of Total Estimate Gain
-4.02%

Robert Olstein's Invesco Ltd Holding Summary

As of 2025-06-30, Olstein Capital Management, L.P. held 381,120.00 shares of Invesco Ltd(IVZ), totaling $6.01 Mil. This investment constitutes 1.13% of their stock portfolio, and Olstein Capital Management, L.P. now holds 0.09% of the outstanding Invesco Ltd(IVZ) stock.

The initial trade took place in 2014Q1. And since then Robert Olstein has made 20 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 $21.44, Robert Olstein's estimated gain on his IVZ holdings is $-1.43 Mil, reflecting a -4.02% gain to date.

Robert Olstein IVZ ($21.44) Holding Chart

Robert Olstein IVZ ($21.44) 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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