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Disciplined Investments’s Verisk Analytics VRSK Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-17
Closed -$3.84K – 1508
2023
Q2 		$3.84K Sell
17
-1
-6% -$210 ﹤0.01% 462
2023
Q1 		$3.45K Buy
18
+7
+64% +$1.27K ﹤0.01% 494
2022
Q4 		$1.94K Sell
11
-3
-21% -$527 ﹤0.01% 633
2022
Q3 		$2K Sell
14
-5
-26% -$935 ﹤0.01% 738
2022
Q2 		$3K Buy
19
+3
+19% +$559 ﹤0.01% 580
2022
Q1 		$3K Buy
+16
New +$3.15K ﹤0.01% 615
2020
Q1 		– Sell
-18
Closed -$3K – 474
2019
Q4 		$3K Buy
+18
New +$2.67K ﹤0.01% 368

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Disciplined Investments's VRSK Position: Q3 2023 in Review

Disciplined Investments sold out of Verisk Analytics (VRSK) in Q3 2023, closing a stake of 17 shares — an estimated $3.84K sold.

Disciplined Investments first reported a position in VRSK in Q4 2019 and held it in 7 quarters. The position peaked at $3.84K in Q2 2023. 873 funds tracked by Wall St. Rank hold VRSK as of Q3 2023.

  • Disciplined Investments reported no remaining Verisk Analytics position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 17 Verisk Analytics shares in Q3 2023, an estimated $3.84K.
  • Disciplined Investments first reported a position in Verisk Analytics in Q4 2019 and held it in 7 quarters.
  • Disciplined Investments's Verisk Analytics position peaked at $3.84K in Q2 2023.
  • 873 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.