Robert Olstein's IVZ Position Overview
Robert Olstein (via Olstein Capital Management, L.P.) currently holds 304,000 shares of Invesco Ltd. (IVZ) worth $6.97 M, representing 1.32% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Robert Olstein has maintained a long-term strategic position in IVZ, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 397,200 shares. Largest reduction occurred in Q1 2021, reducing 238,916 shares.
Analysis based on 13F filings available since 2013 Q2
Robert Olstein's Invesco (IVZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco (IVZ) Trades by Robert Olstein
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +253,000 | New Buy | 253,000 | $37.00 |
| Q2 2014 | +26,000 | Add 10.28% | 279,000 | $37.75 |
| Q4 2014 | +5,000 | Add 1.79% | 284,000 | $39.52 |
| Q1 2015 | +32,000 | Add 11.27% | 316,000 | $39.69 |
| Q4 2015 | +23,000 | Add 7.28% | 339,000 | $33.48 |
| Q1 2016 | +32,000 | Add 9.44% | 371,000 | $30.77 |
| Q2 2016 | +73,000 | Add 19.68% | 444,000 | $25.54 |
| Q3 2016 | -40,568 | Reduce 9.14% | 403,432 | $31.27 |
| Q4 2016 | -34,000 | Reduce 8.43% | 369,432 | $30.34 |
| Q1 2017 | -49,000 | Reduce 13.26% | 320,432 | $30.63 |
| Q2 2017 | -21,832 | Reduce 6.81% | 298,600 | $35.19 |
| Q3 2017 | +10,400 | Add 3.48% | 309,000 | $35.04 |
| Q4 2017 | -32,200 | Reduce 10.42% | 276,800 | $36.54 |
| Q1 2018 | +49,200 | Add 17.77% | 326,000 | $32.01 |
| Q2 2018 | +71,000 | Add 21.78% | 397,000 | $26.56 |
| Q3 2018 | +35,000 | Add 8.82% | 432,000 | $22.88 |
| Q4 2018 | +38,000 | Add 8.80% | 470,000 | $16.74 |
| Q1 2019 | -8,000 | Reduce 1.70% | 462,000 | $19.31 |
| Q2 2019 | -47,000 | Reduce 10.17% | 415,000 | $20.46 |
| Q3 2019 | +125,000 | Add 30.12% | 540,000 | $16.94 |
| Q4 2019 | -187,000 | Reduce 34.63% | 353,000 | $17.98 |
| Q1 2020 | +312,800 | Add 88.61% | 665,800 | $9.08 |
| Q2 2020 | +397,200 | Add 59.66% | 1.06 M | $10.76 |
| Q4 2020 | -189,500 | Reduce 17.83% | 873,500 | $17.43 |
| Q1 2021 | -238,916 | Reduce 27.35% | 634,584 | $25.22 |
| Q2 2021 | -7,500 | Reduce 1.18% | 627,084 | $26.73 |
| Q3 2021 | +47,416 | Add 7.56% | 674,500 | $24.11 |
| Q4 2021 | +72,400 | Add 10.73% | 746,900 | $23.02 |
| Q1 2022 | +13,100 | Add 1.75% | 760,000 | $23.06 |
| Q2 2022 | -82,800 | Reduce 10.89% | 677,200 | $16.13 |
| Q4 2022 | -57,000 | Reduce 8.42% | 620,200 | $17.99 |
| Q1 2023 | -54,200 | Reduce 8.74% | 566,000 | $16.40 |
| Q2 2023 | +68,000 | Add 12.01% | 634,000 | $16.81 |
| Q3 2023 | -10,000 | Reduce 1.58% | 624,000 | $14.52 |
| Q4 2023 | -91,054 | Reduce 14.59% | 532,946 | $17.84 |
| Q1 2024 | -18,000 | Reduce 3.38% | 514,946 | $16.59 |
| Q3 2024 | -22,950 | Reduce 4.46% | 491,996 | $17.56 |
| Q4 2024 | -21,996 | Reduce 4.47% | 470,000 | $17.48 |
| Q1 2025 | -89,980 | Reduce 19.14% | 380,020 | $15.17 |
| Q2 2025 | +1,100 | Add 0.29% | 381,120 | $15.77 |
| Q3 2025 | -77,120 | Reduce 20.24% | 304,000 | $22.94 |
Robert Olstein's Invesco Investment FAQs
Robert Olstein first purchased Invesco Ltd. (IVZ) in Q1 2014, acquiring 253,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Olstein has held Invesco Ltd. (IVZ) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Olstein's largest addition to Invesco Ltd. (IVZ) was in Q2 2020, adding 1,063,000 shares worth $11.44 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Robert Olstein's firm, Olstein Capital Management, L.P., owns 304,000 shares of Invesco Ltd. (IVZ), valued at approximately $6.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Invesco Ltd. (IVZ) represents approximately 1.32% of Robert Olstein's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Olstein's peak holding in Invesco Ltd. (IVZ) was 1,063,000 shares, as reported at the end of Q2 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.