Advisory Research’s Vertex Pharmaceuticals VRTX Stock Holding History

Advisory Research’s Portfolio VRTX Stock Details VRTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,092	Closed	-$380K	–	478
2023 Q3	$380K	Buy	1,092 +8	+0.7%	+$2.8K	0.05%	323
2023 Q2	$381K	Buy	+1,084	New	+$365K	0.05%	339
2018 Q4	–	Sell	-1,144	Closed	-$220K	–	401
2018 Q3	$220K	Buy	+1,144	New	+$204K	﹤0.01%	352
2018 Q2	–	Sell	-1,500	Closed	-$244K	–	397
2018 Q1	$244K	Sell	1,500 -435	-22%	-$71.1K	﹤0.01%	357
2017 Q4	$290K	Sell	1,935 -319	-14%	-$47.2K	﹤0.01%	374
2017 Q3	$343K	Buy	+2,254	New	+$339K	0.01%	387
2014 Q2	–	Sell	-863	Closed	-$61K	–	667
2014 Q1	$61K	Buy	+863	New	+$68.3K	﹤0.01%	754

Other funds holding VRTX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisory Research's VRTX Position: Q4 2023 in Review

Advisory Research sold out of Vertex Pharmaceuticals (VRTX) in Q4 2023, closing a stake of 1,092 shares — an estimated $380K sold.

Advisory Research first reported a position in VRTX in Q1 2014 and held it in 7 quarters. The position peaked at $381K in Q2 2023. 1,439 funds tracked by Wall St. Rank hold VRTX as of Q4 2023.

Advisory Research reported no remaining Vertex Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,092 Vertex Pharmaceuticals shares in Q4 2023, an estimated $380K.
Advisory Research first reported a position in Vertex Pharmaceuticals in Q1 2014 and held it in 7 quarters.
Advisory Research's Vertex Pharmaceuticals position peaked at $381K in Q2 2023.
1,439 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.