Bank Julius Baer & Co
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Bank Julius Baer & Co’s Vertex VERX Stock Holding History

Bank Julius Baer & Co’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-80,893
Closed -$2.01M – 713
2025
Q3 		$2.01M Sell
80,893
-19,945
-20% -$578K 0.01% 327
2025
Q2 		$3.56M Sell
100,838
-50,446
-33% -$1.92M 0.01% 280
2025
Q1 		$5.37M Sell
151,284
-63,818
-30% -$2.91M 0.02% 244
2024
Q4 		$11.5M Buy
215,102
+24,383
+13% +$1.18M 0.04% 195
2024
Q3 		$7.44M Buy
+190,719
New +$7.03M 0.03% 211

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