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Diversified Trust’s Victory Capital Holdings VCTR Stock Holding History

Diversified Trust’s Portfolio VCTR Stock Details VCTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,160
Closed -$601K – 944
2024
Q1 		$601K Buy
14,160
+1,695
+14% +$62.5K 0.02% 462
2023
Q4 		$429K Sell
12,465
-5,078
-29% -$162K 0.01% 544
2023
Q3 		$585K Sell
17,543
-1,207
-6% -$40.3K 0.02% 405
2023
Q2 		$591K Buy
18,750
+9,784
+109% +$302K 0.02% 412
2023
Q1 		$262K Buy
+8,966
New +$273K 0.01% 673

Other funds holding VCTR

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return

Diversified Trust's VCTR Position: Q2 2024 in Review

Diversified Trust sold out of Victory Capital Holdings (VCTR) in Q2 2024, closing a stake of 14,160 shares — an estimated $601K sold.

Diversified Trust first reported a position in VCTR in Q1 2023 and held it in 5 quarters. The position peaked at $601K in Q1 2024. 234 funds tracked by Wall St. Rank hold VCTR as of Q2 2024.

  • Diversified Trust reported no remaining Victory Capital Holdings position as of Q2 2024 after selling out during the quarter.
  • Diversified Trust sold 14,160 Victory Capital Holdings shares in Q2 2024, an estimated $601K.
  • Diversified Trust first reported a position in Victory Capital Holdings in Q1 2023 and held it in 5 quarters.
  • Diversified Trust's Victory Capital Holdings position peaked at $601K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2024.

Based on Diversified Trust's 13F filing for Q2 2024, filed 16 Jul 2024.