AJO LP’s Virtus Investment Partners VRTS Stock Holding History

AJO LP’s Portfolio VRTS Stock Details VRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,493	Closed	-$265K	–	824
2020 Q1	$265K	Buy	+3,493	New	+$394K	﹤0.01%	540

Other funds holding VRTS

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

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

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AJO LP's VRTS Position: Q2 2020 in Review

AJO LP sold out of Virtus Investment Partners (VRTS) in Q2 2020, closing a stake of 3,493 shares — an estimated $265K sold.

AJO LP first reported a position in VRTS in Q1 2020 and held it in 1 quarter. The position peaked at $265K in Q1 2020. 141 funds tracked by Wall St. Rank hold VRTS as of Q2 2020.

AJO LP reported no remaining Virtus Investment Partners position as of Q2 2020 after selling out during the quarter.
AJO LP sold 3,493 Virtus Investment Partners shares in Q2 2020, an estimated $265K.
AJO LP first reported a position in Virtus Investment Partners in Q1 2020 and held it in 1 quarter.
AJO LP's Virtus Investment Partners position peaked at $265K in Q1 2020.
141 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2020.

Based on AJO LP's 13F filing for Q2 2020, filed 12 Aug 2020.