Advisory Research’s Vermilion Energy VET Stock Holding History

Advisory Research’s Portfolio VET Stock Details VET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-81,478	Closed	-$897K	–	166
2024 Q2	$897K	Buy	81,478 +10,021	+14%	+$119K	0.17%	110
2024 Q1	$889K	Sell	71,457 -7,329	-9%	-$82.1K	0.18%	105
2023 Q4	$950K	Sell	78,786 -14,739	-16%	-$195K	0.15%	165
2023 Q3	$1.37M	Sell	93,525 -10,333	-10%	-$145K	0.19%	150
2023 Q2	$1.29M	Sell	103,858 -6,708	-6%	-$82.7K	0.17%	170
2023 Q1	$1.43M	Sell	110,566 -3,513	-3%	-$49.5K	0.24%	109
2022 Q4	$2.02M	Sell	114,079 -17,228	-13%	-$350K	0.19%	81
2022 Q3	$2.81M	Buy	131,307 +18,364	+16%	+$431K	0.28%	68
2022 Q2	$2.15M	Buy	112,943 +200	+0.2%	+$4.17K	0.21%	78
2022 Q1	$2.37M	Buy	112,743 +36,376	+48%	+$646K	0.19%	85
2021 Q4	$961K	Buy	+76,367	New	+$832K	0.08%	201

Other funds holding VET

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return