CSat Investment Advisory’s Verisk Analytics VRSK Stock Holding History

CSat Investment Advisory’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 Q1	$30K	Buy	171 +76	+80%	+$13.9K	0.03%	308
2020 Q4	$20K	Sell	95 -522	-85%	-$101K	0.02%	338
2020 Q3	$115K	Buy	617 +35	+6%	+$6.41K	0.01%	408
2020 Q2	$99K	Buy	582 +64	+12%	+$10.1K	0.01%	477
2020 Q1	$72K	Sell	518 -33	-6%	-$5.17K	0.02%	425
2019 Q4	$82K	Buy	551 +143	+35%	+$21.2K	0.02%	419
2019 Q3	$64K	Buy	408 +40	+11%	+$6.21K	0.02%	420
2019 Q2	$54K	Buy	368 +257	+232%	+$36.2K	0.02%	467
2019 Q1	$15K	Sell	111 -8	-7%	-$973	0.01%	374
2018 Q4	$13K	Buy	119 +32	+37%	+$3.74K	0.01%	375
2018 Q3	$10K	Sell	87 -6	-6%	-$698	0.01%	375
2018 Q2	$10K	Buy	+93	New	+$9.9K	0.01%	355

Other funds holding VRSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

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

CSat Investment Advisory's VRSK Position: Q1 2021 in Review

CSat Investment Advisory increased its Verisk Analytics (VRSK) stake by 80% in Q1 2021, buying an estimated $13.9K and bringing the position to 171 shares worth $30K. The position accounts for 0.03% of the portfolio, ranked #308.

CSat Investment Advisory first reported a position in VRSK in Q2 2018 and has held it in 12 quarters since. The position peaked at $115K in Q3 2020. 754 funds tracked by Wall St. Rank hold VRSK as of Q1 2021.

CSat Investment Advisory held 171 shares of Verisk Analytics worth $30K as of Q1 2021.
CSat Investment Advisory bought 76 Verisk Analytics shares in Q1 2021, an estimated $13.9K.
Verisk Analytics made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #308 holding.
CSat Investment Advisory first reported a position in Verisk Analytics in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Verisk Analytics position peaked at $115K in Q3 2020.
754 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.