CPG
VE

Cornerstone Planning Group’s VEOLIA ENVIRONNEMENT VE Stock Holding History

Cornerstone Planning Group’s Portfolio VE Stock Details VE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-89
Closed -$1.28K – 1049
2023
Q3 		$1.28K Buy
89
+26
+41% +$375 ﹤0.01% 742
2023
Q2 		$1K Buy
+63
New +$1K ﹤0.01% 1350
2022
Q4 		$4.04K Buy
+140
New +$4.04K ﹤0.01% 980

Other funds holding VE

TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
RAM
Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RP
Raelipskie Partnership Waterloo, Ontario, Canada $265M AUM 27.12% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
CAM
Cozad Asset Management Champaign, Illinois $1.27B AUM 31.6% 1-Year Est. Return

Cornerstone Planning Group's VE Position: Q4 2023 in Review

Cornerstone Planning Group sold out of VEOLIA ENVIRONNEMENT (VE) in Q4 2023, closing a stake of 89 shares — an estimated $1.28K sold.

Cornerstone Planning Group first reported a position in VE in Q4 2022 and held it in 3 quarters. The position peaked at $4.04K in Q4 2022. 20 funds tracked by Wall St. Rank hold VE as of Q4 2023.

  • Cornerstone Planning Group reported no remaining VEOLIA ENVIRONNEMENT position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 89 VEOLIA ENVIRONNEMENT shares in Q4 2023, an estimated $1.28K.
  • Cornerstone Planning Group first reported a position in VEOLIA ENVIRONNEMENT in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's VEOLIA ENVIRONNEMENT position peaked at $4.04K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held VEOLIA ENVIRONNEMENT as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.