Aviva’s Vitesse Energy VTS Stock Holding History

Aviva’s Portfolio VTS Stock Details VTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-50,413	Closed	-$1.13M	–	1022
2023 Q2	$1.13M	Sell	50,413 -41,302	-45%	-$862K	﹤0.01%	805
2023 Q1	$1.75M	Buy	+91,715	New	+$1.58M	0.01%	680

Other funds holding VTS

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aviva's VTS Position: Q3 2023 in Review

Aviva sold out of Vitesse Energy (VTS) in Q3 2023, closing a stake of 50,413 shares — an estimated $1.13M sold.

Aviva first reported a position in VTS in Q1 2023 and held it in 2 quarters. The position peaked at $1.75M in Q1 2023. 216 funds tracked by Wall St. Rank hold VTS as of Q3 2023.

Aviva reported no remaining Vitesse Energy position as of Q3 2023 after selling out during the quarter.
Aviva sold 50,413 Vitesse Energy shares in Q3 2023, an estimated $1.13M.
Aviva first reported a position in Vitesse Energy in Q1 2023 and held it in 2 quarters.
Aviva's Vitesse Energy position peaked at $1.75M in Q1 2023.
216 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2023.

Based on Aviva's 13F filing for Q3 2023, filed 13 Nov 2023.