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Cabot Wealth Management’s Verisk Analytics VRSK Stock Holding History

Cabot Wealth Management’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
Q2 		– Sell
-987
Closed -$212K – 168
2022
Q1 		$212K Hold
987
– – 0.03% 160
2021
Q4 		$226K Buy
+987
New +$215K 0.03% 156
2013
Q4 		– Sell
-41,162
Closed -$2.67M – 162
2013
Q3 		$2.67M Sell
41,162
-254
-0.6% -$16K 0.8% 62
2013
Q2 		$2.47M Buy
+41,416
New +$2.47M 0.85% 45

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 $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Cabot Wealth Management's VRSK Position: Q2 2022 in Review

Cabot Wealth Management sold out of Verisk Analytics (VRSK) in Q2 2022, closing a stake of 987 shares — an estimated $212K sold.

Cabot Wealth Management first reported a position in VRSK in Q2 2013 and held it in 4 quarters. The position peaked at $2.67M in Q3 2013. 775 funds tracked by Wall St. Rank hold VRSK as of Q2 2022.

  • Cabot Wealth Management reported no remaining Verisk Analytics position as of Q2 2022 after selling out during the quarter.
  • Cabot Wealth Management sold 987 Verisk Analytics shares in Q2 2022, an estimated $212K.
  • Cabot Wealth Management first reported a position in Verisk Analytics in Q2 2013 and held it in 4 quarters.
  • Cabot Wealth Management's Verisk Analytics position peaked at $2.67M in Q3 2013.
  • 775 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2022.

Based on Cabot Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.