Advisory Research’s Verisk Analytics VRSK Stock Holding History

Advisory Research’s Portfolio VRSK Stock Details VRSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,430	Closed	-$226K	–	349
2019 Q3	$226K	Sell	1,430 -1,237	-46%	-$192K	0.01%	306
2019 Q2	$391K	Sell	2,667 -779	-23%	-$110K	0.01%	317
2019 Q1	$458K	Sell	3,446 -11	-0.3%	-$1.34K	0.01%	298
2018 Q4	$377K	Sell	3,457 -41	-1%	-$4.79K	0.01%	318
2018 Q3	$422K	Buy	3,498 +974	+39%	+$113K	0.01%	314
2018 Q2	$272K	Buy	+2,524	New	+$269K	﹤0.01%	352

Other funds holding VRSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Advisory Research's VRSK Position: Q4 2019 in Review

Advisory Research sold out of Verisk Analytics (VRSK) in Q4 2019, closing a stake of 1,430 shares — an estimated $226K sold.

Advisory Research first reported a position in VRSK in Q2 2018 and held it in 6 quarters. The position peaked at $458K in Q1 2019. 677 funds tracked by Wall St. Rank hold VRSK as of Q4 2019.

Advisory Research reported no remaining Verisk Analytics position as of Q4 2019 after selling out during the quarter.
Advisory Research sold 1,430 Verisk Analytics shares in Q4 2019, an estimated $226K.
Advisory Research first reported a position in Verisk Analytics in Q2 2018 and held it in 6 quarters.
Advisory Research's Verisk Analytics position peaked at $458K in Q1 2019.
677 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2019.

Based on Advisory Research's 13F filing for Q4 2019, filed 11 Feb 2020.