4IG
VLO icon

440 Investment Group’s Valero Energy VLO Stock Holding History

440 Investment Group’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$794K Buy
8,634
+44
+0.5% +$3.63K 0.57% 51
2017
Q3 		$661K Buy
8,590
+63
+0.7% +$4.34K 0.5% 57
2017
Q2 		$575K Buy
8,527
+566
+7% +$36.7K 0.46% 55
2017
Q1 		$528K Buy
+7,961
New +$533K 0.47% 51

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

440 Investment Group's VLO Position: Q4 2017 in Review

440 Investment Group increased its Valero Energy (VLO) stake by 0.51% in Q4 2017, buying an estimated $3.63K and bringing the position to 8,634 shares worth $794K. The position accounts for 0.57% of the portfolio, ranked #51.

440 Investment Group first reported a position in VLO in Q1 2017 and has held it in 4 quarters since. 1,081 funds tracked by Wall St. Rank hold VLO as of Q4 2017.

  • 440 Investment Group held 8,634 shares of Valero Energy worth $794K as of Q4 2017.
  • 440 Investment Group bought 44 Valero Energy shares in Q4 2017, an estimated $3.63K.
  • Valero Energy made up 0.57% of 440 Investment Group's portfolio in Q4 2017, its #51 holding.
  • 440 Investment Group first reported a position in Valero Energy in Q1 2017 and has held it in 4 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Valero Energy as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.