Capital Research Global Investors
VERX icon

Capital Research Global Investors’s Vertex VERX Stock Holding History

Capital Research Global Investors’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
2020
Q4 		– Sell
-35,472
Closed -$816K – 432
2020
Q3 		$816K Buy
+35,472
New +$864K ﹤0.01% 395

Other funds holding VERX

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Capital Research Global Investors's VERX Position: Q4 2020 in Review

Capital Research Global Investors sold out of Vertex (VERX) in Q4 2020, closing a stake of 35,472 shares — an estimated $816K sold.

Capital Research Global Investors first reported a position in VERX in Q3 2020 and held it in 1 quarter. The position peaked at $816K in Q3 2020. 100 funds tracked by Wall St. Rank hold VERX as of Q4 2020.

  • Capital Research Global Investors reported no remaining Vertex position as of Q4 2020 after selling out during the quarter.
  • Capital Research Global Investors sold 35,472 Vertex shares in Q4 2020, an estimated $816K.
  • Capital Research Global Investors first reported a position in Vertex in Q3 2020 and held it in 1 quarter.
  • Capital Research Global Investors's Vertex position peaked at $816K in Q3 2020.
  • 100 funds tracked by Wall St. Rank held Vertex as of Q4 2020.

Based on Capital Research Global Investors's 13F filing for Q4 2020, filed 12 Feb 2021.