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Badgley Phelps Wealth Managers’s Verisk Analytics VRSK Stock Holding History

Badgley Phelps Wealth Managers’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
2022
Q4 		– Sell
-36,273
Closed -$6.19M – 224
2022
Q3 		$6.19M Buy
36,273
+280
+0.8% +$52.3K 0.27% 97
2022
Q2 		$6.23M Buy
35,993
+154
+0.4% +$28.7K 0.26% 99
2022
Q1 		$7.69M Sell
35,839
-227
-0.6% -$44.8K 0.27% 98
2021
Q4 		$8.25M Buy
36,066
+257
+0.7% +$56.1K 0.27% 100
2021
Q3 		$7.17M Buy
+35,809
New +$6.94M 0.26% 103

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Badgley Phelps Wealth Managers's VRSK Position: Q4 2022 in Review

Badgley Phelps Wealth Managers sold out of Verisk Analytics (VRSK) in Q4 2022, closing a stake of 36,273 shares — an estimated $6.19M sold.

Badgley Phelps Wealth Managers first reported a position in VRSK in Q3 2021 and held it in 5 quarters. The position peaked at $8.25M in Q4 2021. 786 funds tracked by Wall St. Rank hold VRSK as of Q4 2022.

  • Badgley Phelps Wealth Managers reported no remaining Verisk Analytics position as of Q4 2022 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 36,273 Verisk Analytics shares in Q4 2022, an estimated $6.19M.
  • Badgley Phelps Wealth Managers first reported a position in Verisk Analytics in Q3 2021 and held it in 5 quarters.
  • Badgley Phelps Wealth Managers's Verisk Analytics position peaked at $8.25M in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2022.

Based on Badgley Phelps Wealth Managers's 13F filing for Q4 2022, filed 27 Jan 2023.