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 New York $276B AUM 44.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Research's VET Position: Q3 2024 in Review

Advisory Research sold out of Vermilion Energy (VET) in Q3 2024, closing a stake of 81,478 shares — an estimated $897K sold.

Advisory Research first reported a position in VET in Q4 2021 and held it in 11 quarters. The position peaked at $2.81M in Q3 2022. 148 funds tracked by Wall St. Rank hold VET as of Q3 2024.

Advisory Research reported no remaining Vermilion Energy position as of Q3 2024 after selling out during the quarter.
Advisory Research sold 81,478 Vermilion Energy shares in Q3 2024, an estimated $897K.
Advisory Research first reported a position in Vermilion Energy in Q4 2021 and held it in 11 quarters.
Advisory Research's Vermilion Energy position peaked at $2.81M in Q3 2022.
148 funds tracked by Wall St. Rank held Vermilion Energy as of Q3 2024.

Based on Advisory Research's 13F filing for Q3 2024, filed 14 Nov 2024.