Boston Partners’s Vitesse Energy VTS Stock Holding History

Boston Partners’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	-50,125	Closed	-$1.12M	–	763
2023 Q2	$1.12M	Hold	50,125	–	–	﹤0.01%	533
2023 Q1	$954K	Buy	+50,125	New	+$864K	﹤0.01%	530

Other funds holding VTS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners's VTS Position: Q3 2023 in Review

Boston Partners sold out of Vitesse Energy (VTS) in Q3 2023, closing a stake of 50,125 shares — an estimated $1.12M sold.

Boston Partners first reported a position in VTS in Q1 2023 and held it in 2 quarters. The position peaked at $1.12M in Q2 2023. 216 funds tracked by Wall St. Rank hold VTS as of Q3 2023.

Boston Partners reported no remaining Vitesse Energy position as of Q3 2023 after selling out during the quarter.
Boston Partners sold 50,125 Vitesse Energy shares in Q3 2023, an estimated $1.12M.
Boston Partners first reported a position in Vitesse Energy in Q1 2023 and held it in 2 quarters.
Boston Partners's Vitesse Energy position peaked at $1.12M in Q2 2023.
216 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2023.

Based on Boston Partners's 13F filing for Q3 2023, filed 8 Nov 2023.