Apogem Capital’s Verisk Analytics VRSK Stock Holding History

Apogem Capital’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
2021 Q4	–	Sell	-4,300	Closed	-$861K	–	212
2021 Q3	$861K	Hold	4,300	–	–	0.55%	58
2021 Q2	$751K	Buy	+4,300	New	+$763K	0.48%	78

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Apogem Capital's VRSK Position: Q4 2022 in Review

Apogem Capital sold out of Verisk Analytics (VRSK) in Q4 2022, closing a stake of 4,804 shares — an estimated $819K sold.

Apogem Capital first reported a position in VRSK in Q4 2021 and held it in 4 quarters. The position peaked at $984K in Q4 2021. 787 funds tracked by Wall St. Rank hold VRSK as of Q4 2022.

Apogem Capital reported no remaining Verisk Analytics position as of Q4 2022 after selling out during the quarter.
Apogem Capital sold 4,804 Verisk Analytics shares in Q4 2022, an estimated $819K.
Apogem Capital first reported a position in Verisk Analytics in Q4 2021 and held it in 4 quarters.
Apogem Capital's Verisk Analytics position peaked at $984K in Q4 2021.
787 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2022.

Based on Apogem Capital's 13F filing for Q4 2022, filed 13 Feb 2023.