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Caldwell Investment Management’s Verisk Analytics VRSK Stock Holding History

Caldwell Investment 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
Q1 		– Sell
-3,300
Closed -$753K – 39
2021
Q4 		$753K Buy
+3,300
New +$720K 0.59% 31

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Caldwell Investment Management's VRSK Position: Q1 2022 in Review

Caldwell Investment Management sold out of Verisk Analytics (VRSK) in Q1 2022, closing a stake of 3,300 shares — an estimated $753K sold.

Caldwell Investment Management first reported a position in VRSK in Q4 2021 and held it in 1 quarter. The position peaked at $753K in Q4 2021. 784 funds tracked by Wall St. Rank hold VRSK as of Q1 2022.

  • Caldwell Investment Management reported no remaining Verisk Analytics position as of Q1 2022 after selling out during the quarter.
  • Caldwell Investment Management sold 3,300 Verisk Analytics shares in Q1 2022, an estimated $753K.
  • Caldwell Investment Management first reported a position in Verisk Analytics in Q4 2021 and held it in 1 quarter.
  • Caldwell Investment Management's Verisk Analytics position peaked at $753K in Q4 2021.
  • 784 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2022.

Based on Caldwell Investment Management's 13F filing for Q1 2022, filed 29 Apr 2022.