Carl P. Sherr & Co’s Veritone VERI Stock Holding History

Carl P. Sherr & Co’s Portfolio VERI Stock Details VERI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,200	Closed	-$40K	–	120
2024 Q4	$40K	Hold	12,200	–	–	0.02%	118
2024 Q3	$43.8K	Sell	12,200 -1,800	-13%	-$5.5K	0.02%	114
2024 Q2	$31.6K	Sell	14,000 -11,500	-45%	-$40.8K	0.02%	116
2024 Q1	$134K	Buy	+25,500	New	+$60.2K	0.08%	120

Other funds holding VERI

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Carl P. Sherr & Co's VERI Position: Q1 2025 in Review

Carl P. Sherr & Co sold out of Veritone (VERI) in Q1 2025, closing a stake of 12,200 shares — an estimated $40K sold.

Carl P. Sherr & Co first reported a position in VERI in Q1 2024 and held it in 4 quarters. The position peaked at $134K in Q1 2024. 64 funds tracked by Wall St. Rank hold VERI as of Q1 2025.

Carl P. Sherr & Co reported no remaining Veritone position as of Q1 2025 after selling out during the quarter.
Carl P. Sherr & Co sold 12,200 Veritone shares in Q1 2025, an estimated $40K.
Carl P. Sherr & Co first reported a position in Veritone in Q1 2024 and held it in 4 quarters.
Carl P. Sherr & Co's Veritone position peaked at $134K in Q1 2024.
64 funds tracked by Wall St. Rank held Veritone as of Q1 2025.

Based on Carl P. Sherr & Co's 13F filing for Q1 2025, filed 8 May 2025.