Carroll Financial Associates’s Verisk Analytics VRSK Stock Holding History

Carroll Financial Associates’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
2021 Q4	$58K	Sell	259 -5	-2%	-$1.09K	﹤0.01%	690
2021 Q3	$52K	Sell	264 -1	-0.4%	-$194	﹤0.01%	732
2021 Q2	$46K	Buy	265 +1	+0.4%	+$177	﹤0.01%	842
2021 Q1	$46K	Hold	264	–	–	﹤0.01%	792
2020 Q4	$54K	Sell	264 -4	-1%	-$778	﹤0.01%	682
2020 Q3	$49K	Buy	268 +63	+31%	+$11.5K	﹤0.01%	660
2020 Q2	$34K	Sell	205 -7	-3%	-$1.11K	﹤0.01%	743
2020 Q1	$29K	Sell	212 -10	-5%	-$1.57K	﹤0.01%	709
2019 Q4	$33K	Sell	222 -214	-49%	-$31.7K	﹤0.01%	763
2019 Q3	$68K	Sell	436 -4	-0.9%	-$621	0.01%	574
2019 Q2	$64K	Sell	440 -12	-3%	-$1.69K	0.01%	575
2019 Q1	$60K	Hold	452	–	–	0.01%	533
2018 Q4	$49K	Buy	452 +211	+88%	+$24.7K	0.01%	492
2018 Q3	$29K	Hold	241	–	–	﹤0.01%	615
2018 Q2	$25K	Hold	241	–	–	﹤0.01%	624
2018 Q1	$25K	Sell	241 -12	-5%	-$1.2K	﹤0.01%	619
2017 Q4	$24K	Hold	253	–	–	﹤0.01%	619
2017 Q3	$21K	Sell	253 -55	-18%	-$4.56K	﹤0.01%	645
2017 Q2	$25K	Buy	308 +27	+10%	+$2.19K	﹤0.01%	629
2017 Q1	$22K	Hold	281	–	–	﹤0.01%	644
2016 Q4	$22K	Hold	281	–	–	﹤0.01%	620
2016 Q3	$22K	Hold	281	–	–	﹤0.01%	634
2016 Q2	$22K	Hold	281	–	–	﹤0.01%	603
2016 Q1	$22K	Buy	281 +5	+2%	+$365	﹤0.01%	593
2015 Q4	$21K	Buy	276 +14	+5%	+$1.06K	﹤0.01%	576
2015 Q3	$20K	Sell	262 -2	-0.8%	-$149	﹤0.01%	577
2015 Q2	$19K	Buy	264 +152	+136%	+$11.2K	﹤0.01%	577
2015 Q1	$8K	Buy	112 +57	+104%	+$3.85K	﹤0.01%	563
2014 Q4	$4K	Sell	55 -98	-64%	-$6.1K	﹤0.01%	614
2014 Q3	$9K	Hold	153	–	–	﹤0.01%	582
2014 Q2	$1K	Buy	153 +60	+65%	+$3.59K	﹤0.01%	875
2014 Q1	$6K	Buy	+93	New	+$5.89K	﹤0.01%	628

Other funds holding VRSK

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Carroll Financial Associates's VRSK Position: Q4 2021 in Review

Carroll Financial Associates reduced its Verisk Analytics (VRSK) stake by 1.9% in Q4 2021, selling an estimated $1.09K and leaving 259 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Carroll Financial Associates first reported a position in VRSK in Q1 2014 and has held it in 32 quarters since. The position peaked at $68K in Q3 2019. 829 funds tracked by Wall St. Rank hold VRSK as of Q4 2021.

Carroll Financial Associates held 259 shares of Verisk Analytics worth $58K as of Q4 2021.
Carroll Financial Associates sold 5 Verisk Analytics shares in Q4 2021, an estimated $1.09K.
Verisk Analytics made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #690 holding.
Carroll Financial Associates first reported a position in Verisk Analytics in Q1 2014 and has held it in 32 quarters since.
Carroll Financial Associates's Verisk Analytics position peaked at $68K in Q3 2019.
829 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.