ZEVIN ASSET MANAGEMENT LLC - INVESTMENT MANAGERS SER TR ownership

INVESTMENT MANAGERS SER TR's ticker is and the CUSIP is 461418444. A total of 6 filers reported holding INVESTMENT MANAGERS SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ZEVIN ASSET MANAGEMENT LLC ownership history of INVESTMENT MANAGERS SER TR
ValueSharesWeighting
Q1 2024$207
-2.8%
8,147
-12.8%
0.03%
-10.5%
Q4 2023$213
+1.4%
9,3470.0%0.04%
-9.5%
Q2 2023$210
-6.7%
9,347
-9.7%
0.04%
-8.7%
Q1 2023$225
+10.8%
10,3470.0%0.05%
+4.5%
Q4 2022$203
-99.9%
10,3470.0%0.04%
+2.3%
Q3 2022$180,000
-7.7%
10,3470.0%0.04%
-2.3%
Q2 2022$195,00010,3470.04%
Other shareholders
INVESTMENT MANAGERS SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Dempze Nancy E 79,857$2,190,0001.72%
Notis-McConarty Edward 30,389$833,0000.30%
FULTON BANK, N.A. 136,920$3,754,0000.18%
MOTCO 21,451$588,0000.04%
Hemenway Trust Co LLC 8,761$240,0000.02%
NORTH STAR ASSET MANAGEMENT INC 7,902$217,0000.01%
GOFEN & GLOSSBERG LLC /IL/ 9,672$265,0000.01%
View complete list of INVESTMENT MANAGERS SER TR shareholders